Are your advisers focused on financial products rather than your unique goals?
BSG Advisers maintains focus on comprehensive financial planning which is defined as:
Risk management – Have you addressed the risks that can destroy your goals?
(death, disability, illness, injury, long-term care, etc.)
- Cash management – Are you putting cash to work both offensively and defensively?
(systematic investing, emergency reserves, etc.)
- Wealth management – Are you wisely managing the wealth you’ve accumulated?
(diversification, tax-management, risk adjusted returns, etc.)
- Wealth transfer – Will your remaining wealth transfer to your loved ones efficiently, correctly and tax-effectively?