Personal Services

    No matter your situation or level of financial security, working closely with a trusted professional who knows and understands you can help you pursue your goals. Working together, we can help you simplify the complexities of your financial life by focusing on your wealth in a systematic way and implementing a plan that will benefit you for the long term.


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    Financial Planning

    The basis of our strategic planning process is the creation of a financial plan, which is a document that identifies your goals and tactics for accomplishing those goals.  Business Financial Group's Individual Financial Consulting team can help you develop your financial plan and monitor progress so you know if you are on track to achieve your goals. Learn more...


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    Business Succession Planning

    A business is an entity that exists to benefit all of its stakeholders (its employees, its customers, and the business owner). Our business succession planning process helps you ensure that you’ve considered all of the options for setting up, running or transferring ownership of your business. Learn more...


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    Investment Management

    Our methodology in selecting investments goes beyond merely considering performance. Business Financial Group's strategies are driven by three principles: independence and objectivity, investor needs, and longevity. Learn more...