Besides wealth management services, we can assist you with insurance purchases, estate planning, buying and selling properties and homes, and even buying a car.

Dave Herbeck, CPA/PFS, ChFC, leads BPK&Z Financial Services, LLP. Dave is the author of “An Act of Love: Preparing Your Spouse for Life Without You.” The book is a clear, user-friendly financial guide that will: help you prepare for widowhood while your spouse is still alive; give you a step-by-step guide on what to do in the first nine months after your loved one’s death; and help you, living as a widow, properly plan for your financial future. To order a copy of the book, call (763) 546-6211.

Click here to learn more about getting assistance in planning your family’s financial future or call BPK&Z Financial Services, LLP, at 763-546-6211.