BFG Financial Advisors

BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a clients finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our clients needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services,...