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.

Investments

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.