As a business owner, you’ve chosen to bring your vision of a product, service, or experience to life. You’ve thought about all of the things you need to make your business a success, from investing in your people to scaling to meet future demand. But without proper financial planning, you may struggle to meet your goals and build a sustainable, future-proof business.
Our comprehensive guide to financial planning for small business owners includes:
It’s time the wealth management industry reflected each client’s unique purpose. Too often, financial plans are built to justify investment options or policy recommendations. Instead of saying “that’s a shame, it shouldn’t be that way,” we changed the game.
Welcome to BFS Advisory Group, a Dallas-based wealth management firm where sound financial guidance begins with getting to know and understand you, your goals, and your purpose. Only then can our team of CERTIFIED FINANCIAL PLANNERSTM design a plan with built-in accountability that’s laser-focused on what you want to achieve.
Copyright 2023 BFS Advisory Group
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Financial planning services offered through BFS Advisory Group, LLC, a registered investment advisor. Insurance is offered by Debra Brennan Tagg as an independent insurance agent. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.