A list of the things we can do for you.

Unique approach to financial planning

A plan that puts the best financial choices in your hands

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on BD Swiss Trade to be here whenever you need us. After all, we've been going strong for over 5 years.

What our clients have to say

We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.

My advisor at BD Swiss Trade has?been my go-to-guy for personal and business financial planning.?He's not pushy and won't sell you products just for the commission. He sells?on principle, which is why they'll be my financial advisor for years to come

Our advisor has given me peace of mind for the last 20 years. His financial knowledge and ability to communicate simply make me feel like a true partner in the finance planning process. He always has time to speak to you and allay any concerns immediately. My retirement is a solid one due to his guiding me all these years.

Our version of financial planning

Some companies only focus on insurance, Others on investments.
Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.

For those with significant means, our BD Swiss Trade Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of BD Swiss Trade with the specialized expertise of a boutique firm.

To get you where you want to go, we'll look at where you are today.

  • Your priorities, values and goals
  • Your income
  • Your assets
  • Your liabilities

Life is full of ups and downs. We'll help make sure you have everything you need for both.

  • Life insurance
  • Disability insurance
  • Emergency fund
  • Long-term care planning

We'll help you balance paying down debt while you make progress on other goals.

  • Credit card debt
  • Student loans
  • Mortgage and other loans
Start with were you are
Protect What you have
Tackle your debt
Put your plan into action
Grow your money
Step by Step

Get realistic saving and investing strategies to help achieve each of your goals.

  • Retirement
  • Growing your family
  • Buying a home
  • Saving for college

Get a free, step-by-step guide that will help you bring your financial plan to life.

  • A personalized budget
  • Goal calendar and contribution trackers
  • Insurance and investment advice
  • Estate considerations