Wealth Management

It’s All About Your Future

What We Do

Our Specialty

Your life is complex. Your finances do not have to be. Work with our highly educated and experienced team that listens and understands your needs and concerns. Allow us to take the stress out of your finances by simplifying things and creating a financial roadmap that employs sound financial strategies to improve tax efficiency and help you maximize your wealth.

Our Commitment

We focus on educating our clients because we believe the more you understand, the easier it is to make the right decision. We employ a “high-touch” service model to communicate with our clients in the ever-changing environment in which we all live and work. Our culture is to provide full transparency and we strive to put your interests first. What binds all of this together is our attitude towards people, values, and the trust and confidence that they have in us. Honesty, integrity, transparency and excellence comprise our core principles.

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.

Do You Have A Financial Roadmap?

Let us help you create your personal
roadmap to financial security.

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Meet The Team

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Awards and Recognition

A Little Recognition Never Hurt

Educational Resources

Knowledge At Your Fingertips

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Start your journey to financial security. Our team members are here to help you with your financial goals.

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Featured Webinars

Check Out Our Fall Webinar Series

Fall 2023

As we near the end of 2023, with even more uncertainty surrounding the global economy than when we began the summer, we are pleased to bring you a series that focuses on the basics. Click the link below to register for our Fall Webinar Series.

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