Private Wealth
Estate Planning
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What is your wealth legacy?
Estate planning is one of the most important — yet often overlooked — aspects of personal finance. With the right guidance, a thoughtfully designed estate plan can help preserve your wealth and facilitate the efficient transfer of assets to future generations.
FBG maintains an exclusive relationship with a leading estate planning firm, allowing our team to work closely with clients to integrate legacy planning into their broader financial strategy.
Our estate planning process helps clients evaluate questions such as:
- Do you want the courts deciding how your assets are distributed or who will care for your children?
- After decades of building wealth, how would you like your assets managed and distributed after your lifetime?
- Are you interested in minimizing estate taxes or avoiding probate?
- Would you prefer your personal affairs remain private rather than become part of the public record?
- Do you have the necessary documents in place in the event of incapacity?
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Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.