AGENDA Who We Are What We Do How We Do It Why BFM

WHOWEARE

WHAT WE BELIEVE

We believe that ethical financial planners should place their clients’

interests ahead of their own interest, at all time, without exception.

OUR MISSION

Providing

long-term investors with financial advice and

consulting.

Attaining your goals and the

best future performance given risk tolerance and

liquidity requirements.

Creating

peace of mind and financial independence

by protecting and growing your wealth.

MEET OUR EXPERTS Patrick Bourbon – CFA, Founder Patrick is knowledgeable in preserving and growing your wealth, risk management, asset allocation, and mutual funds selection. • Manage $2 billion for 70,000+ people • 20 years investment experience (10

years at UBS Global Asset Management) • Adjunct Professor of Finance • Chartered Financial Analyst • Master of Science in Finance (Chicago) • Master of Engineering (Paris)

Ivan Leveille Nizerolle, CFA, FRM Ivan has 30 years of experience. He was an analyst focusing on the arbitrage and multi-strategy managers based in North America, before becoming a Senior Portfolio Manager, Managing Director of Credit Agricole Asset Management Alternative Investments. He is an expert in asset allocation and mutual funds due diligence. Juan Carlos Espina Juan has played many different roles with increased responsibilities within risk management. Currently he works as a Vice President of Credit Analysis for unsecured credit covering Federal Fund, Reverse Repo and Derivatives counterparties.

Gilles de Barbeyrac Gilles has spent his whole career in credit risk and market risk functions. Gilles is now the Credit Risk Manager of RBC Investor Services BankFrance, a depositary bank which is part of the Royal Bank of Canada group.

BOARD OF ADVISORS

WHATWEDO

WE TAILOR OUR ADVICE TO MEET YOUR NEEDS Because you are unique, we work individually with you, customizing our advice and services to better suit your particular needs.

We can help you with: − Mutual fund and ETF selection − Advice on 401(k)/qualified plan

accounts − Retirement plan rollovers − Withdrawal planning and projections − Cash flow projection − Tax planning

− Education planning and funding

− Social Security planning − Budgeting an emergency fund − Estate planning − Insurance evaluation

With BFM, you keep control of your assets since we do not have discretionary power on your accounts.

− A personalized plan that brings financial stability by optimizing cash flows, improving retirement funding, real estate purchases, estate planning and tax reduction.

− Thorough and impartial analysis of your financial goals, assets, debts, investments, and insurance policies.

− In-depth understanding of your risk tolerance and future financial being.

− Information on the basics of long-term investment success to achieve better returns and make quality decisions.

− Periodic reviews of your investments and personalized roadmap, including recommendations when changes are warranted.

− Diversification, which is one of the pillars of BFM's long-term investment philosophy.

We bring you financial security with:

WE TAILOR OUR ADVICE TO MEET YOUR NEEDS

HOWWEDOIT

3 4 5 6

Evaluate your Needs

Define your Goals, Priorities and Timeline

Evaluate Your Needs

Explain Financial Planning Concepts

Define Your Goals, Priorities and Timeline

Review and Analyze Your Financial Information

Develop Financial Strategy

Execute and Monitor

Financial Plan

OUR PROCESS Our Focus: Your Needs

WHYBFM

KEY REASONS TO CHOOSE BFM

1. Affordable and straightforward flat fee

2. Fee only - No commission

3. No minimum assets

4. You keep full control of your accounts

5. Disciplined investment process

6. Independent fiduciary

Independence With Less Conflict Of Interest

BFM will never accept third-party incentives/commissions, as that would compromise the integrity and impartiality of our advice.

Compensation comes from the only source: you, our client.

KEY REASONS TO CHOOSE BFM

1. Affordable and straightforward flat fee

2. Fee only - No commission

3. No minimum assets

4. You keep the full control of your accounts

5. Disciplined investment process

6. Independent fiduciary

We Work for You No matter where you are in life, we can provide guidance, tools, and services to help you better prepare for retirement on your term.

KEY REASONS TO CHOOSE BFM

1. Affordable and straightforward flat fee

2. Fee only - No commission

3. No minimum assets

4. You keep the full control of your accounts

5. Disciplined investment process

6. Independent fiduciary

We Are Your Personal Chief Financial Officer We holistically analyze your entire financial life to create peace of mind.

We monitor and adjust your financial plan as your needs and circumstances change

We focus on personal well-being and financial security.

KEY REASONS TO CHOOSE BFM

1. Affordable and straightforward flat fee

2. Fee only - No commission

3. No minimum assets

4. You keep the full control of your accounts

5. Disciplined investment process

6. Independent fiduciary

Contact us to schedule your complimentary consultation today!

http://www.bourbonfm.com

616 W. Fulton Street, Suite 411 Chicago, IL 60661

(+1) 312-909-6539

info@bourbonfm.com

THANK YOU