# Benefit Financial Services Group (BFSG)

BFSG is an SEC-registered investment advisor providing wealth management for individuals and advisory services for institutional retirement plans.

## Services

### Wealth Management
- Portfolio construction and investment management
- Comprehensive retirement and financial planning
- Social security and pension analysis
- Tax and estate planning consultation
- Education planning and charitable gifting

### Institutional Services
- Fiduciary compliance and investment consulting
- Retirement plan provider search and selection
- Plan cost evaluation and vendor negotiations
- Employee education and communication programs

## Fiduciary Commitment
- Fee-only service model
- No product sales or commissions
- Independent operational status as a Focus Financial Partners firm

## Locations
- Irvine, CA (Headquarters)
- Phoenix, AZ

## Contact & Disclosures
- Website: https://bfsg.com
- Phone: (888) 726-9378
- Disclosures: https://bfsg.com/website-disclosures/