We are proud to support the upcoming “The Essentials of Financial Literacy” webinar series presented by FPA Orange County. In this series Certified Financial Planner™ professionals will teach the building blocks you need to create greater financial stability in your life. Michael Allbee, CFP®, will be presenting on “The Importance of Saving and Investing” on September 23rd. For more information and to register go to: www.fpaocprobono.org. We look forward to having you join us!
The Essentials of Financial Literacy Webinar Series
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.