An in-depth analysis of your current retirement timeline compared to your retirement goals.
Make sure you're taking full advantage of the current tax code and saving wherever possible.
Analyze your existing asset allocation and modify as needed to align with your financial goals and objectives.
Design a plan to convert your assets into income in a sustainable and comfortable way.
Build the moat around your financial castle with a proper risk management plan.
Incorporate strategies for covering the costs of higher education for your children and grandchildren into your financial plan.
Stay in the know with 24/7 access to your accounts and performance reports when you want them.
Meet with your advisor annually to discuss your financial plan, or make an appointment at any time if you have questions or concerns.
In addition to your advisor, you'll have a dedicated team of client relations, investment, and insurance associates to answer your questions whenever you need.
Schedule a free consultation with one of our advisors to see if we’re the right fit for you.
Contact
16 Greenmeadow Drive,
Suite 201
Timonium, MD 21093
410-252-4555 | info@bfgfa.com
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, ME, MA, MD, MS, MO, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA WV, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
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