Welcome to our new series where we share the voices of our team and what their OnePoint means to them.
Money is renewable. Time is not.
Plan accordingly.
At OnePoint BFG, we help families move beyond accumulation and toward clarity, confidence, and purpose. Because the most meaningful plans align money with the time you have and the life you want to live.
In this What’s Your OnePoint video, Scott Schwartz, CFP®, Principal & Managing Partner, shares how for many high-net-worth families, financial anxiety doesn’t come from a lack of resources. It comes from uncertainty.
A comprehensive plan brings clarity. Once implemented, anxiety often fades. What follows is a deeper conversation, not just about money, but about time.
How much time do I likely have?
How much do I need to live comfortably through that time?
What do I want to leave behind, and why?
Ascend Beyond Wealth. OnePoint as the Guide.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as "OnePoint BFG").
The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information as set forth herein should not be construed or interpreted as OnePoint BFG's guarantee of any particular investment outcome or a guarantee of future investment returns or results.
OnePoint BFG does not offer legal or tax advice. This report 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 report.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
OP 26-0045