Click here to learn how to upload documents in the portal.
Looking for a specific advisor? Reach out to Amanda Pancake at apancake@bfgfa.com or ext. 224 for scheduling.
Click here to learn how to upload documents in the portal.
Looking for a specific advisor? Reach out to Amanda Pancake at apancake@bfgfa.com or ext. 224 for scheduling.
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.
As a thank you to our military and first responders, we offer discounts on our engagement fees for any of the following:
If you qualify for the discount, mention it during your introductory call or check the appropriate box on our contact form.
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.