Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
“I don’t worry about money anymore.”
John Patterson hears this from clients all the time, even during volatile markets.
“I used to worry about this kind of stuff. I don’t worry about money at all anymore because I know I’ve got a plan.”
For John, Partner and Wealth Management Advisor, this is what OnePoint BFG is all about. Helping people reach a place where money no longer causes stress because they know their plan is built around their life.
That confidence does not come from predicting markets. It comes from detailed, cash flow based financial planning focused on values, goals, and real life needs.
When clients understand what their money is for and how it supports the life they want to live, worry fades and clarity takes its place.
Ascend Beyond Wealth. OnePoint as the Guide.
Investment advisory and financial planning services are offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, doing business as OnePoint BFG Wealth Partners (“OnePoint BFG”).
This material is for informational purposes only and is not intended to provide investment, tax, or legal advice. Any discussion of planning concepts is general in nature and does not consider the specific circumstances of any individual. Clients should consult with their tax advisor, attorney, or other professionals regarding their particular situation.
The views expressed are subject to change and are not guarantees of future results. Nothing contained herein should be construed as a recommendation or solicitation to buy or sell any security or to adopt any particular investment or planning strategy. Past performance is not indicative of future results.
OP 26-0077