Missed our Summer Webinar Series? Catch the Social Security & Medicare replays here!

bath clean holiday hotel 221457
Financial Wellness – Summer Webinar Series

In case you missed the live sessions of our Summer Webinar Series, you can catch the Social Security and Medicare webinars now.

  • Learn what to consider to help determine when to take Social Security.
  • Clarify what Medicare does and does not cover.
  • Strategies to try and help reduce costs for Medicare.

Click here to register and watch on-demand our Social Security webinar.

Click here to register and watch on-demand our Medicare webinar.

Latest From The Blog

Archives

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.

Sign Up For Our Newsletters

(They're great, we promise)

Connect With Us

Financial Services Group BBB Business Review