To help our clients gain a clear understanding of where they are in their financial life and where they are headed, we develop a lifetime roadmap designed to get you where you want to go. Do you stress about running out of money in retirement? Do you want to – and can you – retire early? Do you need to fund college education along the way? We have an experienced team to assist with all areas of your financial life, from basic to complex questions spanning current and future needs. We consider planning to be a never-ending process and integral to your financial health. These services are not subject to additional a la carte fees; they are covered by our standard management fee.
*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific request and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare estate planning documents or tax returns, nor does it sell insurance products.