Bourbon Financial Management

Bourbon Financial Management BFM helps you make informed and effective financial decisions with less conflicts and biases. Your needs are at the core of everything we do. Welcome to BFM.

We offer a full analysis of your current and potential future wealth, monitor and adjust your financial plan as your needs and circumstances change. We help you to increase your wealth through effective financial advice and diversified long-term strategies. We bring you financial security and create peace of mind. WHY BFM?
•Affordable and Straightforward Flat Fee
•Fee Only-No Commission
•No Minimu

m Asset
•You Keep the Full Control of Your Accounts
•Personal Chief Financial Officer
•Customized Financial Plan

Service
Because you are unique, we work individually with you, customizing our advice and services to better suit your particular needs. Our meticulous financial planning and exceptional follow-up make a positive difference in your life and offer financial security. We can help you with:
•Advice on 401(k)/qualified plans
•Retirement plan rollovers
•Withdrawal planning and projections
•Cash flow projection
•Tax planning
•Education planning and funding
•Social Security planning
•Advice on the purchase or sale of a home
•Budgeting/creating an emergency fund
•Debt analysis and credit-related planning
•Estate planning
•Insurance evaluation
•Specialized for expatriates

For more information, please visit BFM website
www.bourbonfm.com

Four Countries Housing Price & Disposable Income Inflation-Adjusted Growth: 1975-2025
06/03/2026

Four Countries Housing Price & Disposable Income Inflation-Adjusted Growth: 1975-2025

History of US Bond Yields
06/03/2026

History of US Bond Yields

High Yield Municipal Valuations
06/03/2026

High Yield Municipal Valuations

US Corporate Credit Option Adjusted Spreads
06/02/2026

US Corporate Credit Option Adjusted Spreads

Performance of Major Currencies Against the US Dollar
06/02/2026

Performance of Major Currencies Against the US Dollar

Countries with the highest wealth per person
06/02/2026

Countries with the highest wealth per person

Starting Safe Withdrawal Rate %, by Asset Allocation and Time Horizon, 90% Success Rate
06/01/2026

Starting Safe Withdrawal Rate %, by Asset Allocation and Time Horizon, 90% Success Rate

Market Cap Weight of US S&P Indexes
06/01/2026

Market Cap Weight of US S&P Indexes

S&P 500 Bull and Bear Markets (Total Returns, June 1949-June 2025)
05/31/2026

S&P 500 Bull and Bear Markets (Total Returns, June 1949-June 2025)

Address

616 W Fulton Street
Chicago, IL
60661

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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