Our ultimate goal is to help you achieve

“Financial Peace of Mind”

Can you imagine how that would feel?

What We Do

BK Financial Solutions, LLC is an innovative, creative and strategic financial resource for Business Owners and Professionals, such as Attorneys, Doctors, Executives and Athletes. Our team has over 100 years of combined experience in the Financial Services Industry.  We educate you about the things we believe you need to know and understand among each of our service offerings.

Our ultimate goal is to help you achieve “Financial Peace of Mind” – Can you imagine how that would feel? Our team has been putting clients in a position to either begin or maintain generational wealth for their families for generations.

About the services we provide

Retirement Wealth Planning

Maximize the Wealth you will need for Retirement, as well as Mitigate your Risks – all while maintaining your current lifestyle.

Business Succession Planning

Recruiting and retaining key employees and having proactive plans that deal with partner, owner, co-founder, or family buy-outs are critical.


We are referring to the tools and strategies available to prevent value loss due to predictable and avoidable threats in your Financial World.

Estate & Legacy Planning

This is the process of making sure your rights are protected while you are still alive and your final wishes are honored after you are gone.

Real Estate Acquisition

There are so many reasons to invest in Real Estate. We help you explore the four main ways to generate and build wealth with Real Estate Acquisition.

Why We Do What We Do

We have found that nearly 40% of Businesses and Professionals need help in resolving some of their greatest financial fears. These include:

Because a small business owner has often built their company from the ground up, it can be hard for him or her to discuss succession. In fact, 58% of small business owners have no succession plan. Among those with no plan, 78% have no desire to start thinking about a future transition while they are successfully growing their business.” Moreover, 42% said they were too busy to plan and 44% felt succession was too far in the future to establish a plan now. The reality is planning effectively and running a business are not mutually exclusive.

No business owner wants to be caught off guard by a key leadership change or departure – for various reasons. However, it happens. Are you prepared?

We help business owners proactively plan for these unexpected situations.

Most Americans save in order to have enough money in case something unexpected happens and they need a large sum of cash. Because of this, they avoid investing too much at one time.

We help you eliminate this fear by educating you on how to not only make the most of your money but also protect yourself and get access to cash in the case of a financial emergency.

Consider this: If you retire today, could you live on the money you have saved for 22 years? Could you maintain your current lifestyle? If you fully fund your 401(k) with 6% matching funds, you will have a 70% lifestyle drop in retirement if you earn over $250,000 – unless you supplement your retirement plan. 

Contrary to popular belief, spending does not drop at retirement. You merely spend your money on different things like medical expenses.  

For example, research indicates that 85% of all medical expenses occur in retirement. A 65-year old couple retiring in 2021 is estimated to need approximately $240,000 to cover medical expenses throughout retirement.

It is very possible for people, even high-income earners, to outlive savings and become reliant upon a family member for financial care.

We will educate you about innovative strategies that can add substantially more funds to your retirement portfolio while protecting you in the event of future medical expenses.

Approximately 70% of U.S. households would have trouble meeting everyday living expenses within just a few months if the primary wage earner were to pass away today – this actually occurs in 20% of households. Therefore, it is crucial to have a backup plan to pay expenses should this occur.

How would your family’s lifestyle be impacted by the permanent loss of your income?

We will show you how to address this potential loss in an effort to eliminate this fear.

Every year, 12% of the adult U.S. population suffers a Long-Term Disability. 1 in 7 workers will suffer a 5-year or longer period of disability before age 65.

This reality shows it is quite common for an individual to lose their ability to earn and have a large loss in retirement savings. If you are dependent upon your income, this would be a devastating event.  Even worse, most benefits don’t cover or only partially cover these events.

 If you become too sick or hurt to work, would you be able to maintain your household expenses – even with a partial salary?

In addition to potential disability, long-term care is essential for 41% of Americans before age 65. It comes with an average cost of $75,000 a year according to the US Department of Health and Human Services.

These are both very real issues that call for action before it is too late. We will show you how to protect against this reduction in income in an effort to eliminate this fear.

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