Financial Planning

BFG designs your unique financial plan in coordination with asset managers, tax professionals, and insurance specialists.

  • Set Realistic Goals
  • Identify Key Financial Issues
  • Prepare a List of Strategies to Achieve Those Goals


Your needs determine asset allocation and market opportunities determine sector allocation.

  • Customized Portfolios
  • In-House Research
  • Disciplined Diversification

Tax Services

Keeping you abreast of any financial changes you may be facing and adjusting your tax plan accordingly.

  • Income tax projections
  • Income tax preparation
  • Individual returns
  • Corporate returns
  • Trust returns

Women's Wealth Center

Holistic approach to help women plan the next phases of their lives.

  • Financial Planning
  • Workshops & Classes
  • Events
  • Kid's Media Area