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BSG Advisers

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Insight

Are your advisers focused on financial products rather than your unique goals?

BSG Advisers maintains focus on comprehensive financial planning which is defined as:

  1. Risk management – Have you addressed the risks that can destroy your goals?
    (death, disability, illness, injury, long-term care, etc.)

  2. Cash management – Are you putting cash to work both offensively and defensively?
    (systematic investing, emergency reserves, etc.)
  3. Wealth management – Are you wisely managing the wealth you’ve accumulated?
    (diversification, tax-management, risk adjusted returns, etc.)
  4. Wealth transfer – Will your remaining wealth transfer to your loved ones efficiently, correctly and tax-effectively?

Contact us to set up your no cost consultation with BSG.

Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.

BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.

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