1110 South Avenue
The focus of a personal financial plan is centered around your goals and objectives. BG endeavors to understand and help with the formulation and pursuit of these goals and objectives by providing process and strategy for stability, growth, and income for retirement. Your hopes and dreams as well as your risk tolerance, fears, and concerns are explored during in-depth interviews as the first steps in preparing your unique financial plan.
We help you focus on the intersection between what matters to you and what things you can control. We take an opportunity to get on the same page with you and whoever you choose to involve about your financial goals and desired outcomes for your life and family. We help you clarify your intentions, motives, and especially your goals as we explore the have-to’s and nice-to-have’s.
We like to take an in-depth approach to your financial health by reviewing your documents such as individual & business tax returns, investments, wills, trusts, business agreements, and your budget. The more information you are willing to share the more complete our understanding of your situation will be. We review this information and your goals and objectives with you, noting any additions or adjustments. This information is then used as the basis for the development of your financial plan.
Each life stage has unique financial needs. We’re here to help with all your current and future goals.
Take our simple retirement assessment to see your readiness on five retirement success areas. Learn about the three seasons of retirement and get a checklist.
The focus of a personal financial plan is centered around your goals and objectives. BG endeavors to understand and help with the formulation and pursuit of these goals and objectives by providing process and strategy for a client’s stability, growth and income for retirement. Your hopes and dreams as well as your risk tolerance, fears, and concerns are explored during in-depth interviews as the first steps in preparing your unique financial plan.
We've established a process for how financial planning should be performed. Below are the robust steps developed that we will engage in when performing your unique financial planning. The process is similar for all clients, but the end result is unique based on your situation.
During this time, we want to learn more about you and share more about our process and approach. We will ask you to collect documents and inform us of your financial situation.
We want to determine what is important to you and what keeps you up at night. We will work with you to prioritize objectives and strategies for the future.
We will assess your current plans, investment strategies, insurance and all available assets.
We will provide a detailed overview of our recommendations. We want to ensure that you understand your investment options and that you are comfortable with the recommended course of action.
Once we develop a clear roadmap, should you choose to work with us, we move the plan into action. We will execute necessary paperwork and begin to implement your precise plan.
We will continue to meet at convenient scheduled intervals to review progress toward your long-term financial goals. This also gives us visibility into life changes and adjustments we need to make for continued success.
Start your long-term plan with a focus on your desired lifestyle. We focus on keeping up with inflation, and providing growth for future income. Our research-driven approach matches your retirement income needs with time-segmented investments. This means that your investments are linked to goals serving their own purpose along a pre-planned timeline.