Participant Services
Put Our Expertise To Work.
BFSG has been assisting plan sponsors for over 30 years to educate their employees and help them navigate their financial and retirement landscapes. Through our comprehensive Participant Services, your employees will have access to:
- A robust set of customizable seminars and webinars.
- Financial planning tools for both in-person and virtual meetings.
- A technology platform that provides the power of data aggregation and on-demand resources.
- Direct access to BFSG’s Certified Financial Planner (CFP®) professionals.
Our Approach
Fiduciary Solutions
No Broker Dealer
No Product Sales
No Insurance Sales
No Commissions
Group Meetings
Live & Recorded Webinars
One-On-One Meetings
The Financial Planning Process
Monitoring & Reviewing Financial Plan
Investment Plan
Developing & Presenting Financial Plan
Gathering Client Information
Establish Goals & Objectives
Analyzing
Financial
Situations
Topics We Cover
Money and Investing
Retirement and Employer Benefits
Life Events
Caring for Others
Retirement Transitioning
Key Participant Takeaways
Key Participant Takeaways
Being prepared to face unforeseen events
Paying Too Much? Don’t.
Complimentary Fee Analysis and Investment Review
All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.
Sign Up For Our Newsletters
(They're great, we promise)
Explore
Connect With Us
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
