Private Wealth
Financial Planning
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Financial planning is the roadmap for your entire financial journey.
Comprehensive financial planning serves as the center spoke of the wheel, connecting all components of your unique financial picture – taxes, estate planning, investments, insurance, retirement planning and more.
With FBG, all clients can expect to work with a CERTIFIED FINANCIAL PLANNER™ to serve as a trusted resource for their individual financial goals and wealth management needs. CFP Professionals are held to rigorous ethical and fiduciary standards, always placing client needs ahead of their own.
When done properly, a financial plan should not be a one-time event.
Once an initial plan is built, we will continue to work with clients to implement and monitor their personal financial plan as life inevitably evolves.
Your wealth manager can utilize your comprehensive financial plan to give actionable advice on the following items and more:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Budgeting
- Cash flow planning
- Insurance planning
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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.