Discount Programs

Who we serve

Save Money, Build Wealth

We’re dedicated to making financial planning and wealth management services accessible to all individuals and families. That’s why we’ve developed multiple programs to reduce the costs of services without reducing the quality of our financial plans.

Hometown Heroes Program

As a thank you to our military and first responders, we offer discounts on our engagement fees for any of the following:

Active duty military and veterans
Spouses and children of active duty, veterans, or service members who were lost
Active and retired police, fire, and EMS

If you qualify for the discount, mention it during your introductory call or check the appropriate box on our contact form.

BFG Legacy Client Program

We are not only here to serve you–we’re here to serve your family. The BFG Legacy Client Program invites any immediate family member of a current BFG Wealth Management client to gain access to our suite of services at half the cost of our current engagement fees.

The program creates a more seamless way to engage in the sometimes difficult conversations about personal finances. It also allows loved ones to gain guidance that comes from access to Certified Financial Planner™ practitioners who already have a relationship with your family and know about your individual and collective financial history.

Talk to your advisor about enrolling a family member as a Legacy Client or ask about the program during your introductory call.

Book a Call

Get Started Today

We offer free, no-obligation consultations to help you determine if our firm is the right fit for you.

Empowering Families Through Financial Planning.

Address

16 Greenmeadow Dr., Ste 201
Timonium, MD 21093

Email

info@bfgfa.com

Phone

(410) 252-4555

Check the background of your financial professional on FINRA’s BrokerCheck.

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