Updated: Aug 13, 2021
BDO Financial is proudly located in the beautiful historic Downtown of Templeton, California
Specializing in Wealth Preservation, our goal each day is to help families maintain the wealth that they have worked so hard to accumulate and provide an income that they will never outlive. No matter what happens in the Stock Market, our client’s principal and income is safe.
We believe in taking extra time and providing the care needed to educate our clients and help them understand this process and the solutions presented, helping to navigate their biggest retirement hurdles with ease. Whether helping with Estate Planning, *Private Equities or guaranteed principal & income strategies we go above and beyond – to find the best strategy for each client every time.
Non-Market Correlated Investments • Market Based Portfolios • *Private Equities • Charitable & Estate Planning • Life Insurance • Index Annuities • Simplified Rollover Assistance