Financial Protection & Estate Planning
Protect What You've Built.
Plan for What Comes Next.
For over 30 years, helping individuals, families, professionals and business owners protect what matters most through life insurance, estate planning and retirement income strategies.
- Family & Income
- Retirement & Wealth
- Estate & Legacy
YEARS IN FINANCIAL SERVICES
LANGUAGES SPOKEN
PROTECTION & PLANNING SOLUTIONS
"individuals,Family & Business Owners"
About Your Advisor
A trusted advisor, and to many clients, like family.
For more than 30 years, Bankside Financial Services has helped individuals, families, professionals, business owners and corporations protect what matters most and build a plan for what comes next.
Clients don’t just receive a policy – they receive a personalized strategy built around their family, business, financial situation and goals, together with the personal attention of an advisor they can turn to as their needs change.
SERVICES THAT PROTECT WHAT MATTERS
Protection and planning for every stage of life.
Life Insurance
Final Expenses
Estate Planning
Retirement Income
Annuities
Critical Illness & Disability
Business Affiliations & Services
Who We Serve
Built for people who have something to protect.
Our first conversation is designed to identify gaps, not pressure anyone into purchasing a product.
Built for People Who Have Something to Protect
Our first conversation is designed to identify gaps, not pressure anyone into purchasing a product.
Individuals, Families & Business Owners
Whether you are protecting your family, building your financial future or running a business, we help identify potential gaps and develop solutions based on your responsibilities, priorities and goals.
Pre-Retirees, Retirees & Those Planning Ahead
As retirement approaches, important questions arise about income, taxes, savings and estate preservation. We help you understand your options and develop a strategy for the years ahead.
Anyone Who Wants Clarity & Confidence
You don’t need to have everything figured out before speaking with an advisor. We help you understand where you stand today, identify areas that may need attention and explain your options so you can make informed decisions with greater confidence.
Concerned About Final Expenses? (Ages 40–80)
If something happened to you, would your family have immediate funds for funeral costs
Answer a few simple questions
- ✓ Do you have a Will?
- ✓ Beneficiaries in place?
- ✓ Spouse / Dependents?
- ✓ Disabled children?
Who We Serve
Built for people who have something to protect.
Our first conversation is designed to identify gaps, not pressure anyone into purchasing a product.
Individuals, Families & Business Owners
Whether you are protecting your family, building your financial future or running a business, we help identify potential gaps and develop solutions based on your responsibilities, priorities and goals.
Pre-Retirees, Retirees & Those Planning Ahead
As retirement approaches, important questions arise about income, taxes, savings and estate preservation. We help you understand your options and develop a strategy for the years ahead.
Anyone Who Wants Clarity & Confidence
You don’t need to have everything figured out before speaking with an advisor. We help you understand where you stand today, identify areas that may need attention and explain your options so you can make informed decisions with greater confidence.
Concerned About Final Expenses? (Ages 40–80)
If something happened to you, would your family have immediate funds for funeral costs
Answer a few simple questions
- ✓ Do you have a Will?
- ✓ Are your beneficiaries up to date?
- ✓ Do you have a spouse or anyone financially dependent on you?
- ✓ Do you have a child or family member with special financial needs?