We are grateful to our clients who joined us at BFSG Investors’ Forum & Luncheon in Newport Beach at Balboa Bay Resort for in-depth discussions on geopolitics & globalization with Matt Gertken of BCA Research, innovations in medicine with Dr. Jeffrey Golden of Cedars-Sinai, and how blockchain works and the basics of cryptocurrencies with BFSG’s own Steven Yamshon, PhD, and team. Check out how fun and informative the forum was by watching a short 3-minute video here. We look forward to seeing you again in 2023!
BFSG Investor’s Forum & Luncheon
Our Services
Investment Management
Tailor portfolios to your needs and goals.
Retirement Planning
Investing and saving wisely is vital to success in retirement.
Financial Planning
Navigating the complexities of your financial affairs can be simplified.
Tax Management
Help to increase the amount you “take home”.
Estate Planning
Protect your loved ones and make sure your legacy endures.
Executive Compensation Analysis
Simplify the many options and decision points of executive compensation plans.
Education Planning
Confidently plan for your children’s future.
Charitable Giving
Give in a tax-smart, simple way.
*Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
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California Office (Headquarters)
Wealth Management & Institutional Services
2040 Main Street, Suite 720, Irvine, CA 92614
Arizona Office
Wealth Management
1643 E. Bethany Home Road, Phoenix, AZ 85016