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

Relative Performance of Selected Assets Over Discrete Five-Year Periods From 1995-2025
06/24/2026

Relative Performance of Selected Assets Over Discrete Five-Year Periods From 1995-2025

Rolling 36-Month Relative Performance
06/23/2026

Rolling 36-Month Relative Performance

Rolling ten-year performance for US size factor (%)
06/23/2026

Rolling ten-year performance for US size factor (%)

Range of stock, bond and blended total returns
06/23/2026

Range of stock, bond and blended total returns

If you're age 65 today, the probability of living to a specific age or beyond
06/22/2026

If you're age 65 today, the probability of living to a specific age or beyond

The nominal returns of a 60/40 had struggled to keep up with inflation in recent years
06/22/2026

The nominal returns of a 60/40 had struggled to keep up with inflation in recent years

High inflation has historically stoked commodity performance
06/22/2026

High inflation has historically stoked commodity performance

S&P500 Value vs Growth: Relative Total Return
06/21/2026

S&P500 Value vs Growth: Relative Total Return

US Becoming a Single Theme Index
06/21/2026

US Becoming a Single Theme Index

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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