Careful planning is key to achieving your financial goals. Whatever your goals may be – from sending children to college and retiring comfortably to passing your hard-earned estate assets on to loved ones – our Financial Advisors will evaluate your situation and help you determine which strategies are right for you.

Our planning services range from a focused review of a particular planning need to the preparation of a comprehensive financial plan which can identify and tailor solutions for your full spectrum of financial goals.


Are you looking to address financial concerns related to a particular event in your life? Below, you’ll find helpful financial information directly related to a specific event. Prepare to meet any of life’s challenges and see how BMA Funds can help you get there.

Saving for Education

Retiring Comfortably

Building a Family

Getting Married

Women & Finances


Planning For Your Children’s Education

For many parents, paying for college is a significant challenge. Time is short and the costs are high, with average college costs typically rising faster than inflation.

Difficult or not, you need to start planning. Your BMA Advisor can help you determine what your savings target should be based on projected costs, and then recommend appropriate investment strategies.

Education Funding Solutions

With the rising costs of education, many families face a challenge in paying education expenses for their children. To help them plan for this financial challenge, BMA Funds offers families savings solutions that will enable you to provide the quality education that your children truly deserve


Retirement is a major concern for most of us today. Financial security is less certain than in the past, and corporate retirement plans are shifting the responsibilities for saving and investing for retirement to the individual.

A BMA Funds Retirement Review can help you answer these important retirement planning questions:

How much will your retirement cost? The cost of your retirement depends on several factors:

  • Your anticipated cost of living
  • Your current retirement assets
  • Your current retirement savings and investment programs and
  • Expected rates of inflation

How can you best prepare to reach your retirement goals?

You can feel better about achieving a secure retirement if you begin preparing now. Morgan Stanley has several approaches available to you:

BMA Funds Investment Calculator: This tool helps prepare an analysis of your retirement needs and an estimated projection of whether your current savings and investment strategies will allow you to meet those needs.

When can you plan to retire?

That will be influenced by:

  • How effectively you manage your investments
  • How long you plan to work

BMA Funds offers professional investment expertise and asset management, as well as opportunities to plan a perfect retirement.


You’ve been looking forward to having children. Whether you’re expecting a baby or adopting a child, you want everything to be just right. There’s no denying that raising a family is a tough job, and you need to plan for your family’s future. As a parent, you’ll have new financial responsibilities and there’s a lot to think about. But it can be done.

  • Start by listing the expenses that will be coming up:
  • Will you be looking for a larger home or a more reliable car?
  • What about the educational expenses that seem so far away?
  • The tuition bills will be here before you know it.
  • Your insurance needs have changed too.

At BMA Funds, we provide the ultimate investment solutions to make sure your financial strategies are appropriately managed.


Now that you’ve made the commitment to love and cherish each other, it’s time to start making plans to meet the future together. Your financial requirements have undoubtedly changed. Instead of caring only about one, you now have to be concerned for each other. Finances and insurance may not be the most romantic topics, but they are now high priorities.

If you haven’t already, you may soon be discussing major decisions such as home ownership, parenthood and education funding. And there is no time like the present to evaluate strategies and products that will help you meet your long-term goals for a comfortable retirement together. Getting an early start through BMA Funds on investment planning can also ease concerns about the future. At BMA Funds, our financial advisors guide you towards a prosperous and financially stable married life.


BMA Funds is committed to educating and empowering you to reach your highest potential of financial literacy so that you may take positive steps toward preparing for your financial future and to protect the people and/or assets most important to you. We understand that, while women share the same goal as men of achieving financial security, they have unique wants, needs and concerns, which shape the way they approach developing a financial strategy.

Have questions? Contact our support for help.