Financial Planning is the roadmap for your entire financial journey.

Comprehensive Financial planning serves as the center spoke of the wheel, connecting all
components of your unique financial picture – taxes, estate planning, investments, insurance,
retirement planning and more. 



    With FBG, all clients can expect to work with a CERTIFIED FINANCIAL PLANNER™ to serve as a trusted resource for their individual financial goals and wealth management needs.  CFP Professionals are held to rigorous ethical and fiduciary standards, always placing client needs ahead of their own.

    When done properly, a financial plan should not be a one-time event.

    Once an initial plan is built, we will continue to work with clients to implement and monitor their personal financial plan as life inevitably evolves. Your wealth manager can utilize your comprehensive financial plan to give actionable advice on the following items and more: 

    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Education and College Planning
    • Budgeting and Cash Flow Planning
    • Insurance Planning

    Latest Insights

    Charitable Giving for the High-Net-Worth Individual

    Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, or a combination thereof, giving is a way to promote values...

    5 Planning Steps to Consider Before Year-End 2022

    As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to your children or grandchildren, accomplish your charitable…

    Money Dates: Financial Considerations When You Combine High-Income Households

    As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to be. Creating and agreeing on a plan for financial…

    Discover how we can help you achieve your goals.

    Thank you for your interest in learning more about how we can partner with you. Schedule a no-cost meeting, and one of our wealth managers will reach out to start building a comprehensive plan that truly supports your goals.

    14 + 13 =