Welcome to BG Financial
We provide comprehensive, value-based financial planning to
people from all walks of life on an Hourly, Fee-Only,
As-Needed basis. With no income and net worth minimums and no
assets under management requirements, our "Planning Made Easy"
approach makes the financial planning process available to
everyone.We sell no products and collect no commissions or
hidden fees. Our clients receive professional, objective
advice, free from conflict of interest, and often at a lower
You do not need a fortune to start
building one! Get started today!
us to schedule a complimentary "Get Acquainted" meeting to
discuss your current financial situation, goals and concerns
and to determine if our services are right for you. This
meeting will last about 45 to 60 minutes and at the
end we will present you with a fee estimate for providing the
agreed upon financial planning services. There is no charge to
you and this meeting does not obligate you to retain our
BG Financial Planning is pleased to offer our clients and
visitors financial information and commentary via our website.
We advise that you take advantage of the many features we
provide under the Client Resources section. We hope
that the site will further your awareness of the services we
provide and our approach to the financial planning process. In
addition we have included informative financial briefs,
financial calculators and links to external websites that we
hope will serve as a financial knowledge resource to you.
As our lives, the market conditions and the financial
landscape are constantly changing, the content of our site
will be ever changing too. Please visit us often to read our
latest thoughts under the Financial Briefs and Hot
If you have comments and ideas for our site, we would love
to hear from you. Please email us at info@PlanningMadeEasy.com
or call us at (617)784-8001.
Join our mailing list! Send your name, address and
E-Mail address to us at info@PlanningMadeEasy.com
with "Put Me on your Mailing List" in the subject line. We'll
send you periodic updates and special announcements via E-Mail
and the US Postal Service.
Thank you for being here. We appreciate your