Financial Planning

Aligning Your Goals.

Having a financial plan gives you confidence so that you can pursue your life’s passions. By working together to build a financial roadmap, you have a team providing solutions to address your concerns and move you towards your destination.

Financial Planning Provides Insight On

Cash Flow Analysis

Risk Management Including Disability, Life, And Liability Insurance

Tax Planning

Legacy Planning

Any Other Financial Concern Or Goal You Have

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

Approaching Retirement:
Stan and Jane

Stan and Jane hope to retire in 12-18 months. They have never worked with a professional and have focused on paying down debts and saving. They are tired of long work hours and look forward to traveling and spending time with the grandkids.

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