Beard Investment Services, INC.

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Financial Planning & Wealth Management | BPS Wealth Management Group --> --> --> --> --> --> --> Serving Businesses and Families Since 1984 BPS is committed to serving our clients with unwavering integrity, trust, and professional expertise. We place the highest value on personal service, building relationships rooted in honesty and transparency. Our mission is to help individuals and small businesses plan for their future and achieve their long-term goals. In addition to wealth management guidance, BPS specializes in the administration of retirement plans for small businesses providing thoughtful, compliant, and customized solutions designed to meet the unique needs of employers and their employees. CONTACT US What We Do Since 1984 , BPS has been helping over 300 small and mid-sized businesses meet their retirement plan goals by providing customized, full-service retirement plan administration. Along with your accountant, we design a plan that attracts and retains employees while meeting your retirement plan goals and objectives. BPS prides itself on streamlining administrative processes, maximizing retirement savings, and minimizing tax liability for our business clients by providing a fully turnkey retirement plan solution including compliance, accounting, legal and annual filing of the Form 5500. In addition to retirement plan administration, BPS also offers comprehensive financial planning and wealth management services for individuals and families. Our experienced team

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