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Benefit Financial Services Group (BFSG)
投资管理
Irvine，CA 435 位关注者
BFSG is a multi-faceted Registered Investment Advisor serving both institutional and individual clients
关于我们
Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory services and fees continues to remain available upon request. BFSG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFSG's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFSG's web site on the Internet should not be construed by any consumer and/or prospective client as BFSG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of BFSG's current written disclosure Brochure and Form CRS discussing BFSG's business operations, services, and fees is available on this web site and/or from BFSG upon written request. BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BFSG is engaged, or continues to be engaged, to provide investment advisory services.
- 网站
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https://www.bfsg.com
Benefit Financial Services Group (BFSG)的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Irvine，CA
- 类型
- 上市公司
- 创立
- 1991
- 领域
- Investment Consulting、Fiduciary Compliance Consulting、Committee Chartering、Plan Conversion、Vendor Search and Selection、Discretionary Fiduciary Services、Participant Education and Communication、Plan Cost & Fiduciary Evaluation和Wealth Management
地点
Benefit Financial Services Group (BFSG)员工
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Brent Miller, CFA
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Michael Allbee, CFP?
Principal | BFSG, LLC. | Helping people make the right choices with their money and confidently navigate life's transitions.
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Aksana Mu?oz, QKC, QKA, CPFA?
Guiding retirement plan sponsors in fulfilling their fiduciary responsibilities across plan operation, compliance, design, benchmarking, employee…
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Tina Schackman, CFA?, CFP?
Senior Retirement Plan Consultant
动态
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We're thrilled to announce that Benefit Financial Services Group (BFSG) was ranked by Newsweek as one of America’s Top Financial Advisory Firms for 2025. According to Newsweek, the top 750 advisory firms on the list go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach. “We are honored to be ranked by Newsweek as one of the Top Financial Advisory Firms for 2025. We are grateful to get to guide and support our client’s life, goals, and legacy.” said Michael Allbee, a Principal and Senior Portfolio Manager at BFSG. See the full list here: https://lnkd.in/gUwUVAY4 Newsweek, in partnership with Plant-A Insights Group, analyzed over 15,000 financial advisories registered with the SEC. They screened firms with more than $20 million assets under management (AUM), a minimum of 3 wealth advisors, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records and the availability of portfolio management services to individual investors. Each firm was then scored based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. More about the methodology can be found here: https://lnkd.in/gUwUVAY4 Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.
America's Top Financial Advisory Firms 2025
newsweek.com
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Letting go of unnecessary possessions, I found freedom to focus on what truly enriches life—and surprisingly, research now supports some of these spending decisions.
Science Shows 3 Ways to Spend Money that Will Make You Happier
advisorstream.com
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Check out the replay from a recent roundtable conversation with a number of BFSG CFP professionals. This session was 90 minutes of random Q&A with participants, spanning topics from investments to insurance, and estate planning to tax planning. No topic was considered off limits, and the attendees put our team to the test. If you have questions about financial and retirement planning in general, this replay is worth a listen. You never know what new insights you may learn. #financialplanning #CFP #investments #taxplanning #insuranceplanning #retirementplanning #estateplanning https://ow.ly/cWqp50U9E7K
Financial Planning & Investments Q&A Session (2024 Webinar Replay)
https://www.youtube.com/
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The president-elect has been good for markets so far. Here's where to look for more value.
Forget Trump Trades. Pay Attention to This for Long-Term Gains.
advisorstream.com
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Learn ways to maximize your retirement savings and common mistakes made in retirement plans and how to avoid them in our upcoming webinar, "Navigating Your Retirement Plan", on November 20th at 10 am PT. Register here: https://ow.ly/zcSl50U40zA
Welcome! You are invited to join a webinar: BFSG FWS 2024 - Navigating Your Retirement Plan. After registering, you will receive a confirmation email about joining the webinar.
bfsg.zoom.us
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The starting point for economic analysis is often an economic Garden of Eden, a perfectly competitive market, filled with rational actors. We might learn more if instead we paid attention to the serpent and watched how he operates.
What can we learn from fraud and folly?
advisorstream.com
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The second Trump administration, due to take office early 2025, could bring tariffs on just about everything. New vehicles wouldn’t be exempt, raising the inevitable question: Should I buy that new car now?
Trump’s Tariffs Could Raise Car Prices. Should You Buy One Before They Kick In?
advisorstream.com
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On November 1, 2024, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2025. COLA increases are intended to allow participant contributions and benefits to keep up with the “cost of living” from year to year. We encourage you to review the updated figures. https://ow.ly/rzCc50U5vUM
Cost of Living Adjustments for 2025 are here! | Benefit Financial Services Group
https://bfsg.com
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Consumer borrowing costs haven’t tracked the central bank since it cut rates by half a percentage point in September.
If the Fed Is Cutting Rates, Why?Aren’t?Mortgage Rates Falling?
advisorstream.com