A Retirement Professional You Can Rely On
Your goals are important. We believe that as well. We work with individuals, families, businesses and institutions, delivering services that help you build, preserve and manage your wealth.
Welcome to BFG Insurance Designers
It’s never too early to begin thinking about retirement. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and help pass on to their loved ones what’s important.
We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.
There is no one “best place” to allocate your retirement resources because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement nestegg.
Trustworthy
Being a Fiduciary Advisor and an Insurance Professional means that we’re here to lookout for your best interest. We will always do what’s best for you, because that’s what’s best for us.
Experienced
With over 36 years of experience managing individual’s wealth and assets, comes a knowledge and commitment that is extended to every client that has worked with us.
Professional
We can provide you with financial confidence. We accomplish this by developing a personalized plan focused on your future and achieving your goals.
Our Services
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role.
Annuities
A Fixed Index Annuity (FIA) is an insurance contract between you and a life insurance company designed to help you accumulate assets for retirement. They offer low financial risk, conservative returns, and protection for market ups and downs.
Life Insurance
Insurance transfers the financial risk of life’s events to an insurance company. A reliable insurance strategy can help protect your family from the financial consequences of those events.
We Only Work With The Best
Here Are A Few
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Financial Calculators
Financial Calculators providing you with the ability to calculate the costs and returns of many different financial categories.
Educational Blog
7 Tips for Annually Rebalancing Your Retirement Accounts
Market prices are certain to fluctuate every year and cause your portfolio to fall out of sync with your target asset allocations. Rebalancing your retirement accounts is a vital practice for keeping your retirement plan on track. This should be at least an annual...