?? Meet Lucy, our financial planning expert in the making! After her big move to Kansas City, Lucy took charge and set up her own budget. From treats to toys, she's balancing her KC lifestyle with responsibility, one bone at a time. ???? Catch her in action and let Lucy inspire your financial goals! https://lnkd.in/gKZx-Ksw #BMGPetPerspective #BudgetingWithBMG #LifeInKC
BMG Advisors | Plan Your Story
金融服务
Kansas City，Missouri 697 位关注者
Salary-only financial advice. We exist to help our clients Plan Their Story.
关于我们
BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial. At BMG, we know everyone has a story. We strive to know yours, so we can help you plan for it. **Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.**
- 网站
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https://www.bmgadvisors.com
BMG Advisors | Plan Your Story的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Kansas City，Missouri
- 类型
- 合营企业
- 创立
- 2018
- 领域
- Financial Planning、Investment Advice、Insurance Planning、Retirement和Wealth Management
地点
BMG Advisors | Plan Your Story员工
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Valerie Escobar, CFP?
Senior Wealth Advisor @ BMG Advisors
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Adam Hawley, CPFA?
Partner at BMG Advisors, Co-Founder @LIFTKC.ORG. Current Board Director @Reconciliation Services, @MOCSA, and @MOKAN Basketball. Past Board Chair…
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Rae Catrell
Client Manager
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Kim Hayes, CFP?
Operations Manager at BMG Advisors
动态
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?? Your Security is Our Priority! ?? At BMG Advisors and LPL Financial, protecting your privacy and information is always top of mind. In honor of National Cybersecurity Awareness Month this October, we're excited to bring you a series of educational events aimed at keeping you informed and ahead of potential threats. ?? First up: SSA Scam Awareness & Fraud Protection Webinar Hosted by the Social Security Administration ?? Date: September 19th at 12:00 PM (CT) While we aren’t hosting this event, we encourage you to join and learn how to safeguard yourself against Social Security-related scams. ?? Register here: https://lnkd.in/gyVwVsYu Let’s stay one step ahead of cyber threats together! #CyberSecurity #FraudPrevention #StaySafeOnline #NationalCyberSecurityMonth
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BMG Advisors | Plan Your Story转发了
Introducing #KCTClass46 Member: Valerie Escobar - Welcome! Originally from El Salvador, I grew up in Northern Virginia before eventually settling in Kansas City in 2019. I’ve always loved helping people and found my passion as a financial planner. After 10 years with my former firm, I am thrilled to start a new chapter at BMG Advisors. I am spectacularly lucky to come from an expressive and affectionate family, which is why I believe that love makes all the difference. As such, my main drive is to make a positive impact and enjoy life to the fullest. I'm passionate about understanding people's motivations and leveraging my skills and network to enhance their lives. I firmly believe that embracing our authentic selves leads to incredible outcomes and unstoppable growth.
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?? Exciting News! ?? We are thrilled to announce that Valerie Escobar, CFP?, has joined our team as a Senior Wealth Advisor! Valerie is not only experienced in her field; she's someone who genuinely cares about helping others achieve their financial dreams. Her journey from El Salvador to becoming a Certified Financial Planner is truly inspiring. Growing up with a single mom who worked tirelessly to support her family, Valerie learned the importance of financial independence and smart money management early on. This passion has driven her career, starting as a bank teller and growing into the valued, knowledgeable financial planner she is today. She's dedicated to making a real difference in people's lives, and we’re lucky to have her on our team. When she's not helping clients build their financial futures, Valerie loves spending time outdoors, traveling with her family, and caring for her animals (currently 1 dog, 2 cats, and 5 chickens). Please join us in giving Valerie a warm welcome to the BMG family! We are excited to see the positive impact she will have on our clients and our community. #TeamGoals #BMGAdvisors #PlanYourStory
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?? The BMG bunch grew by one in July! We're excited to introduce McKenzie Finney, our new Administrative Assistant. A proud graduate of K State's Personal Financial Planning program, Kenzie brings valuable industry experience and is working towards her CFP? certification. She is now the welcoming face and voice of BMG Advisors. Welcome to the team, Kenzie! Get to know more about Kenzie and the rest of the BMG Advisors family here: https://lnkd.in/gf_Yvzjx
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Thank you Lauren Wittig for a wonderful education session for our team at BMG Advisors | Plan Your Story today!! #mortgages are complicated and the #interestrate environment is tricky. We LOVE having the tools to help our clients make informed financial decisions. #planyourstory #financialplanning #homeownership
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?? Paws for Mental Health: May is Mental Health Awareness Month ?? Did you know that our furry friends can be powerful allies in supporting our mental health? At BMG Advisors, we’re celebrating Mental Health Awareness Month by recognizing the profound and positive impact pets have on our well-being. From providing companionship, reducing stress, encouraging physical activity, and offering unconditional love, pets can be a significant source of comfort and joy in our lives. Let’s take a moment to appreciate our furry, feathery, or scaly friends who help us navigate life's ups and downs. Share your pet stories with us, and let’s spread some paw-sitivity together! #MentalHealthAwareness #BMGPetPerspective #MentalHealthMonth
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Partner at BMG Advisors, Co-Founder @LIFTKC.ORG. Current Board Director @Reconciliation Services, @MOCSA, and @MOKAN Basketball. Past Board Chair @Urban League of Greater Kansas City #ForwardandBetter
Over the years, we've seen so many clients and friends that have the financial health to retire, and yet when we see them, something feels... off. They've spent their entire adult life building their lives and purpose within their careers, and walking away is really hard for some. It breaks our hearts, so we did something about it. At BMG, if we're going to deliver on our mission of "leaving the community better than we found it through the work we do," along with our motto of "Plan Your Story," then we must continue to improve upon that promise. That's where Juliet Hawley comes in. As BMG's Wellness Director, she will not be talking about finances with our clients. Our Planners got that part down. She'll be solely focused on helping them plan for the next chapter of their story; Building community, identifying other ways to add and feel valued, and most importantly, helping people live with purpose. And we are not charging additional fees for her service. I've been waiting months to be able to share this news, and I can't wait any longer. It's here. She's here! Welcome to the family, Juliet. You're the perfect person for this work.
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Such a fun afternoon at Pet Resource Center of Kansas City! Thanks to my BMG Advisors | Plan Your Story team for carving out some time together!
Happy National Volunteer Week! The BMG Bunch made a paw-sitive impact at the Pet Resource Center of Kansas City! From purrfecting pet food prep to assembling cones of shame and spreading smiles and tail wags, we value all pet perspectives equally. We look forward to being a sponsor for PRCKC's annual fundraiser again this year! #BMGPetPerspective
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?? Exciting News Alert! ?? Looking to demystify financial jargon or get expert insights without the formalities? Join us at BMG Advisors for our monthly Open Office Hours! ??? When: Every Third Tuesday Monthly ?? Time: 12:00 PM - 1:00 PM ?? Where: Zoom Meeting or swing by our Plaza office ??? Host: Jorie Neech, your friendly neighborhood finance guru at BMG Advisors Get ready for: ? Get to know BMG Advisors - because you deserve to know who's got your back ?? ? A casual chat about your burning finance questions - it's all about making finance less intimidating! ? Dive into hot topics in finance - without the stuffy boardroom vibes We hope you'll join us - pop in on Zoom or drop by in person. Visit our website to register: https://lnkd.in/gprhcwJG #FinanceMadeFriendly #OpenOfficeHours #BMGAdvisors #PlanYourStory
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