Financial Planning Made Simple

We're Not Brokers, We're Fixers!TM

Let's Talk

Do I Need A Financial Plan?

How We Help Our Clients

We offer a wide variety of services to help you reach your financial goals.

See All Services


Wealth management is an integral part of your financial success.

Learn more


Having proper insurance coverage is important but often overlooked.

Learn more


Financial planning connects all of the financial pieces of your life together.

Learn more


How can we help you lower your tax liability? Have you thought of an exit strategy?

Learn more
Where Can you Find Us?

Where Can you Find Us?

Apex Office: 56 Hunter St. #230, Apex, NC 27502

Overland Park Office: 6840 W 105th St Suite B, Overland Park, KS 66212

D'Iberville Office: 4048 Popps Ferry Rd. Suite B, D'Iberville, MS 39540

What Are People Saying About BSG?

Let's Talk.
Start The Conversation

Thank you!

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.

Thank you! Oops!