We Provide:
Wealth Enhancement
Strategically enhancing financial assets and net worth through retirement planning, income tax efficiency analysis, budgeting, and equity compensation analysis
Wealth Protection
Safeguarding financial assets through strategies such as asset protection, comprehensive insurance reviews, long-term care planning, and property and casualty coverage to help mitigate risks and support financial security
Investment & Portfolio Management
Strategically analyzing investment holdings, reviewing asset allocation and risk tolerance, and considering strategies such as tax loss harvesting and Roth conversions, and planning distributions to help optimize returns and align with financial goals
Charitable Giving
Thoughtful gifting strategy that integrates immediate philanthropic desires with long-term goals, designed to align contributions with a comprehensive financial plan to maximize impact and personal fulfillment
Wealth Transfer
Tactically passing assets to beneficiaries using referrals, trust fund strategies, and estate tax mitigation techniques to help ensure a smooth transition and support wealth preservation across generations
Multi-Generational Conversations
Planning for generation wealth and preservation of assets
Business Planning
Coordinating strategies of business valuation, bank-owned life insurance, buy and sell planning, succession planning, and leveraging attorney and CPA relationships to help ensure financial health and long-term sustainability
Employee Benefits / Compensation
Creating a strategic framework that may include options such as company-owned life insurance, key person life insurance, disability overhead insurance, and long-term incentive plans
OnePoint BFG does not offer legal or tax advice. This document has been provided for informational purposes only and is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, and SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners and Armstrong & Sinoff Financial.