01. Our Mission

To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.

02. Our Vision

To assist our clients in accumulating, protecting, and transferring their wealth.

03. Our Values

Responsibility | Honesty | Achievement

Our Credo

BSV works to build security beyond the numbers through a collaborative advisory experience. Integrity and our client's interests are our highest mission.
Our Team is dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
We are a family-focused team committed to fostering a culture of responsibility, and servant leadership. We'll start by getting to know you. You talk, we'll listen.


Our Guiding Principles

 


Clients Come First


Family Focused


Integrity ~ Responsibility


Servant Leadership

 

Dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.

Who We Are

We are a team of Certified Public Accountants and Financial Advisors providing individuals, families and small businesses with customized tax, accounting and financial planning strategies.  Our dedicated team of professionals delivers the complete package of holistic financial planning, accounting and tax advantaged investing to help you accumulate, protect and transfer your wealth in a tax efficient manner. 

 

Internship Team Application

Schedule an appointment and speak with one of our financial professionals 

SCHEDULE NOW

Blog

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Elisabeth Hawbaker |
Categories
Tax Planning
Retirement
Finance
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Elisabeth Hawbaker |
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
default blog image

Common Retirement Regrets—And Proactive Moves to Consider

Elisabeth Hawbaker |
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and options. The good news? There may still be opportunities to make meaningful changes that could benefit your future. Let's break down the most common retirement regrets—and what you can do right...

Tax Flash

More Blog Posts