At BBG Financial Planning, we practice a holistic financial planning approach that covers the entire spectrum of wealth management, including:
- Investment Planning
- Customized asset management programs
- Integrated asset allocation and portfolio design
- Diversification strategies
- Alternative investments
- Tax Planning
- Income and estate tax planning
- Tax-advantaged investing
- Charitable planning
- Trust services
- Income Protection and Asset Preservation
- Long term care
- Disability protection
- Income replacement
- Creditor protection
- Retirement Planning
- IRA rollover and distribution planning
- Income projection analysis
- Qualified plan design and compliance
- Business Planning
- Business succession
- Buy-sell agreements
- Non-qualified retirement plans
- Estate Planning
- Wealth transfer and tax reduction
- Charitable gifting
- Trust services
- Education Planning
- Coverdell Education Savings accounts
- 529 College Savings Plans
All of our services are fee-based on assets under management, not commission-based on sales.