Our Solutions

BBD Financial Services Group provides a broad range of financial, interim management, restructuring, process improvement, and financial advisory solutions for individuals, and small and middle-market companies in transition.

Our solutions covers all aspects of your personal and business life to help aid you in overcoming your complex operational and financial issues that may arise in your life.

In all assignments, we work closely with you and your staff, together with other outside professionals, to outline and execute the best course of action for your personal and business success.

We want to see you succeed in every aspect of your life…

We Can Assist You With…

Specific business services including the following:
  • Credit Repair and Restoration
  • Business Plan Creation
  • Getting Funding for Your Business
  • Business Setup (including Tools)
  • Incorporation of Your Business
  • Getting new customers and leads for your business
  • QuickBooks and Zoho Books Full-Service Accounting Services
  • Tax Preparation and Advisory
  • Payroll and Payment Solutions Services
  • Website Development
  • Get your business visible globally
  • Interim Management Services
  • Virtual CFO
  • and more…
Specific individual financial services including the following:
  • Financial Literacy Training
  • Financial Protection For Your Family
  • Debt and Equity Restructuring
  • Retirement and Estate Planning
  • Divorce Planning
  • Children From A Prior Marriage Plans
  • Special Needs Trusts
  • Business Continuation Planning
  • Executive Bonus Plans
  • Key Person Insurance
  • Buy-Sell Planning
  • Other Business Succession Planning
  • Credit Shelter Life Insurance Trust
  • Irrevocable Life Insurance Trusts
  • Capital Raising for Your Business
  • Business / Life Strategic Advisory
  • and more…
Other services including the following: