The Private Wealth Management program includes access to all of our financial planning services with a more customized and in-depth look at each element, including:
If you have your own dream team of legal, tax, real estate, mortgage, and insurance professionals, we’ll work directly with them to ensure your plan is communicated and coordinated. If not, we’ll help you assemble the right team for your planning.
We can prepare your heirs for their own financial planning and future wealth transfer through multi-generational family planning, and provide an in-depth look at your charitable and philanthropic desires to make sure your ideal legacy is honored.
As you build your wealth, tax planning becomes more critical. We’ll work with your CPA or tax preparer to explore ways to reduce your tax burden legally.
All of our firm's CFP® practitioners review your plan as a team for the most in-depth and accurate plan possible.
To speak with one of our Certified Financial Planner™ Practictioners, call 410-252-4555 or schedule a free consultation.
Contact
16 Greenmeadow Drive,
Suite 201
Timonium, MD 21093
410-252-4555 | info@bfgfa.com
A Division of Brotman Financial Group
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, 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
Stay Informed
