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No matter your background or financial situation, BFG Financial Advisors is committed to providing personalized service that meets your unique needs. Our goal is to empower you with the knowledge and tools necessary to make informed financial decisions and achieve lasting success. That’s why we are proud to offer our financial planning services without the barrier of an asset minimum.
Whether you’re an experienced investor with a sizable nest egg, a family trying to establish generational wealth, or a professional just starting your wealth-building journey, we aim to meet you where you are with the services and guidance that you need the most.
We understand that each client’s journey is different, and we are here to support you every step of the way.
At BFG Financial Advisors, we pride ourselves on offering personalized, high-end financial solutions to a diverse range of clients. Our commitment to excellence and tailored strategies ensures that we meet each client where they are, providing expert guidance and support at every stage of their financial journey.
Here are some of the groups we’ve worked with:
Our comprehensive financial services are designed to meet the unique needs of executives, professionals, and business owners. We understand the complexities and demands of high-level careers and entrepreneurial ventures.
Our attention to detail and meticulous approach attract highly detailed professionals, including engineers and other analytically-minded individuals. Whether it’s managing investments, planning for retirement, or navigating business transitions, we provide the strategic insight and precision necessary for success.
We specialize in working with multigenerational families, helping to preserve and grow wealth across generations. Our team is experienced in managing the intricacies of family dynamics and financial transitions, such as inheritance planning, trusts, and wealth transfer.
We are dedicated to creating tailored strategies that secure your family’s financial future and ensure a smooth transition during pivotal life changes. From planning for college education to retirement, we are here to support your family at every stage.
For retirees and philanthropists, our services focus on securing and maximizing your financial legacy. We offer comprehensive retirement planning that ensures your assets are managed effectively and sustainably, providing you with peace of mind and financial security in your golden years.
Additionally, we assist philanthropists in making a meaningful impact through charitable giving strategies that align with their values and financial goals. Our expertise in this area ensures that your generosity continues to benefit causes you care about for years to come.
As a firm focused on the needs and wants of its clients, we rely on the feedback and suggestions of clients to make most executive decisions. We created an advisory board of trusted, long-time clients and centers of influence who are invested in the future of our company and meet throughout the year to gain valuable insight into what we are doing right and what needs improvement.
Want to know what it’s like to be a client of BFG Financial Advisors? Feel free to get in touch with one or more of our advisory board members to get answers from the client’s perspective.
We offer free, no-obligation consultations to help you determine if our firm is the right fit for you.
Check the background of your financial professional on FINRA’s BrokerCheck.
Copyright 2024 BFG Financial Advisors
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, ME, MA, MD, MS, MO, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Investor Disclosures: https://bit.ly/KF-Disclosures
Important information regarding our health plan’s Machine-Readable Files (MRF): This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes in-network negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data. https://transparency-in-coverage.uhc.com
Copyright © 2024 BFG Financial Advisors
