Affordable Financial Plans Designed to Fit Your Family
The Financial Planning For All program combats the myth that financial planning is only for the rich.
With free resources and affordable guidance, we aim to make our services accessible to all.
Guiding families to financial freedom with a three-step process.
At BFG, we believe in financial planning for all and that every family is unique, so we guide and educate people from financial literacy to financial freedom.
By becoming a client, you gain access to a Certified Financial Planner Practitioner dedicated to designing a unique financial plan to fit your family's needs.
Our all-inclusive program is a start to a life-long relationship of education, guidance, and support throughout your financial journey.
Step 1: Financial Literacy
Whether you’re 15 or 55, financial literacy is the key to financial empowerment. We are dedicated to spreading financial literacy through free resources, books, online courses, and one-on-one meetings with our team.
Step 2: Financial Planning
Each family deserves a financial plan that works for them. With our diverse group of CFP Practitioners, our process is as unique as the families we serve.
Step 3: Financial Freedom
With a comprehensive plan and the financial literacy to understand each aspect, every family has the potential to reach financial freedom. We’re here to help you get there.
Hear it from the source.
Listen to the CEO of BFG Financial Advisors, Eric Brotman, discuss Financial Planning for All with partner and Director of Financial Planning, Yanni Niebuhr.