Description
Tolani E Plan your future with BMS Financial, Insurance & Tax Services Founded in 1988 and acquired in 2016, co-founders John Berkhoff and Cody Carpenter integrated their shared visions for what the BMS could be over the next 30 years. Located in Henderson, Nevada, BMS Financial, Insurance & Tax Services is part of an exclusive national network of PlanMember Financial Centers that help hard working people plan for their financial futures, from insurance planning to retirement and investing strategies. Offering a one-stop financial services solution, the BMS team understands the unique needs of Nevada residents, especially small business owners and educational employees. As an independent provider, we don’t represent just one company. Instead we contract with a variety of insurance companies and financial services organizations, enabling us to offer a diversity of products and services. Clients are our priority and meeting their needs is our mission. Serving the Needs of Nevada Educators BMS has a long history of successfully partnering with schools and educational employees in Southern Nevada. Our goal is to help protect their financial health today while simultaneously helping them establish financial security for the future. As dedicated professionals focused on protecting the future of the children of Nevada, Clark County School District employees spend their days supporting and educating the next generation of leaders, perhaps one of the most important responsibilities anyone can have. They help shape the future of our communities and country at large. In addition to working one-on-one with educational employees for financial and tax preparation needs, we also participate in programs that support schools and teachers: Semi-annual teacher appreciation Educational workshops focusing on NV PERS, Social Security, Financial Wellness, and more Personal Retirement Plans for school employees Working to Help Small Businesses Succeed In addition to our focus on supporting educational employees, BMS also provides comprehensive business services for local employers. With a strategic mix of preparation and planning, including tax planning and filing, insurance planning and other financial strategy services, BMS helps local businesses plan for survival in even the most difficult economy. Contact BMS today at (702) 791-0581 to learn more. *Neither PlanMember Securities Corporation or its affiliated companies or representatives offer legal or tax advice. Please seek the advice of a tax attorney or tax advisor prior to making a tax-related insurance/investment decision, and consult with your tax and legal advisors regarding your individual situation.