Business Financial Group - Home

     

     

    We Deliver Excellence

     

    Business Financial Group provides corporate services, including human resources consulting, compliance and administration support, payroll, and employee benefits program and retirement plan development and maintenance. We also provide personal financial planning services. At BFG, we help you do the things that you need to do . . . but don't have time to do. We can assist in the following areas:

     

    Green - Human Resources_1478817162
     

    Human
    Resources

     

    Workplace Green - Financial Wellness Programs_1478901008
     

    Wellness
    Programs

     

    Green - Payroll & Compensation Services_1478817515
     

    Payroll &
    Compensation

     

    Green - Financial Planning_1478901538
     

    Financial
    Planning

    Green - Group Benefits & Retirement Plans_1478900678
     

    Employee
    Benefits

     

    Green - Investment Management_1478901777
     

    Investment
    Management

    Green - Estate Planning_1478901949
     

    Employee
    Retirement

     

    Green - Business Succession Planning_1478901339
     

    Business
    Succession Planning

     

     

    Our Clients

     

    • Independent Business Owners & Executives
      Our team can help handle questions you have about running your business or employee programs. Usually, the hours you spend administering employee programs take up time that you or your team could be devoting to other projects. Our team can answer questions you have about managing employee programs and provide an outside perspective on whether employee programs at your company are competitive. Administration of employee programs can cause great anxiety due to the legal implications and the lack of time to manage them. We can help you think through ideas related to your business and offer feedback and insight into recommended next steps. Just like many of our clients, we are entrepreneurs and think entrepreneurially!
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    • Individuals & Families
      Our team can help with all facets of personal financial planning, including saving for educational expenses and retirement and, for business owners, considering their business and personal situations when planning. We are here to help with your personal and family financial planning needs.
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    How We Work

     

    • Fiduciary Support
      We serve as fiduciaries for our clients, meaning we act in the best interest of our clients and their beneficiaries and with the exclusive purpose of providing benefit to them.
       
    • Strategic Planning
      Each client will constantly face changes in growth, economic situation, government regulations, and industry conditions. Consequently, we believe it is essential to establish a process of strategic planning at the beginning of each new client relationship. This process allows for regular evaluations of these factors and their impact on each client’s strategic plan, as well as the financial objectives that drive the plan.
       
    • Personalized Service
      Our goal is for each client relationship to be a mutually beneficial partnership that is based on trust. At the beginning of the professional relationship, we spend time getting to know you and your situation before signing on as your consultant. Doing so helps us to ensure that we understand your current situation and goals and that our highly trained team can provide the level of value and personalized service that you desire.

     

     

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