For years, our firm has partnered with large, nationwide companies to offer a financial wellness program to their employees. We send advisors to offices across the country to consult with any employee interested in participating—at no cost to the employee—to discuss their 401(k) elections, retirement projections, and how they can plan for their financial future.
For offices we don’t visit in person, the same consultation is available by phone or video.
The Corporate Financial Wellness Program is designed to be sponsored by the company and offered to employees at no cost.
Based on company size and participation, our team invites every employee to attend advisor-hosted webinars that walk them through important financial concepts that everyone should know, as well as an in-depth explanation of your current benefits package.
After attending the webinar, each employee is invited to schedule a free one-on-one consultation with an advisor to discuss topics including:
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16 Greenmeadow Drive,
Suite 201
Timonium, MD 21093
410-252-4555 | info@bfgfa.com
A Division of Brotman Financial Group
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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.
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