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Financial Planning

Client Centered
Building financial security, much like building a house, doesn’t happen overnight – it takes time, diligence, and proper planning. And just like building a house, having a blueprint for your financial picture can create a sound structure for financial freedom.

Working with BPG Wealth Management to create a financial plan can help you develop a holistic approach to your finances. In addition to advice about where to invest your money, we can help you establish a budget, create a savings plan, analyze protection coverage, and achieve financial confidence. We work with you to develop a plan designed to meet your goals, from buying a house to funding a college education to securing your retirement.

Our multiple levels of financial planning ensure that, no matter what stage you’re at in life, we can help you create a blueprint for your future. Together, we can develop a financial plan that allows you to worry less about day-to-day decisions and focus on attaining your long-term goals.

Creating a financial plan can help you:

  • Gain a better understanding of your finances 
  • Set realistic goals and measure progress
  • Prepare for big life events 
  • Maximize the money you earn and keep 
  • Build wealth
  • Increase financial confidence 

Our Process

The final plan includes a complete, comprehensive set of recommendations. Our objective is to provide you with a set of clear, actionable steps to take to meet your financial goals.

Step 1

Identify and prioritize your goals and objectives

This can include saving for retirement, maximizing investments, managing a budget, saving for college, minimizing taxes, and planning for a business.

Step 2

Data Gathering

We work with you to compile a full file of your financial life, including budget, assets, liabilities, protection, business interests, and income.

Step 3

Analysis

We work with you to analyze the data in the plan, confirm accuracy, and discuss how to align your current situation with where you want to be in the future. We also discuss potential variables and planning scenarios to incorporate into the plan and discover your best next steps.

Step 4

Recommendations

The final plan includes a complete, comprehensive set of recommendations. Our objective is to provide you with a set of clear, actionable steps to take to meet your financial goals.

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