We are proud to announce that Benefit Financial Services Group (BFSG) is now a BBB Accredited Business! This signifies that we have achieved the highest standards of ethics and integrity as determined by the Better Business Bureau (BBB). Our unwavering commitment to always striving to place our clients’ interests above all else has been acknowledged, and we are thrilled to be recognized for our...
BFSG Blog
Financial Resources & News
Are You a Fiduciary to Your Retirement Plan
By: Braden Priest, CFA®, Retirement Plan Consultant Congratulations! Your company offers a retirement plan for employees to save for their future. Did you know you might now be a fiduciary as well? If you meet one of the criteria below, you may now have fiduciary responsibility and liability: “Named Fiduciary” – The named fiduciary is most often the plan sponsor, who is typically either the...
5 Reasons Brokers and Advisors Are Not Made Equal
Don’t be fooled if you’re told the labels “Advisor” and “Broker” are roughly synonymous. The differences between these two terms are broad and very important. Here’s why: Fiduciary Status – Brokers must act in the best interest (“best interest” standard) of the client at the time the recommendation is made (this is more of a transactional relationship), and the broker needs to take into...
It’s Your Money Financial & Estate Literacy – “Investment World” Replay
BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor,...
It’s Your Money Financial & Estate Literacy – “Investment World” Replay
BFSG’s CERTIFIED FINANCIAL PLANNER™ professionals, Michael Allbee, CFP® and Paul Horn, CFP®, CPWA®, were invited to be guest speakers for the “It’s Your Money!” workshop series. For the “Investment World” session, Mike and Paul focused on how the investment world gets compensated. Learn the differences between brokers versus advisors, what does the word “fiduciary” mean, how to find an advisor,...
BFSG Named One Of Barron’s “Top 100 Institutional Consulting Teams” For 2021
Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory firm serving both institutional and individual clients, is pleased to announce it has been ranked in Barron’s “Top 100 Institutional Consulting Teams” for 2021. The Barron’s listing can be seen here. “BFSG serves as a fiduciary with every client and provides written acknowledgement of our fiduciary status....
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Investment Management
Tailor portfolios to your needs and goals.
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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.
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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.