Broker Check

BFG News & Notes

July 10, 2017 - BFG Client Survey

We encourage you to share some feedback as to how we’re doing at BFG.

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June 26, 2017 - Summer Plans

Today marks the start of week 26 of 26 of our annual strategic meeting cycle for 2017 and at BFG, we’re all excited for a bit of a break.

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June 20, 2017 - Client Survey

This week at BFG, our COO, Michelle Roberts is preparing to send out a brief client survey via Survey Monkey to request feedback and suggestions relating to your experience with our firm.

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June 13, 2017 - Missing a Dear Friend

This week, BFG received very sad news and experienced a major loss.  On Friday, an advisory board member, client, and dear friend passed away after suffering what we believe was a sudden and severe stroke earlier in the week.

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June 5, 2017 - Bowling for Junior Achievement

As mentioned in last week's "BFG News & Notes," today we are using our new graphic format to send electronic communications which we hope you'll find easy to navigate and appealing as well.

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May 22, 2017 - Do It Yourselfers

According to the Ensemble Practice, a consultancy for financial advisory firms, 74% of new clients who engage financial advisors are formerly “Do It Yourselfers,” and had no present advisory relationship.

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May 8, 2017 - The Money Tree

For many years, we have been advising clients in retirement that it is critical to pick the fruit from the “money tree,” but not to chop off branches.

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May 1, 2017 - New BFG Website

With our initial goal of a May 1st launch, we’re excited to report that the new BFG Website is LIVE on time (and on budget!) at www.brotmanfinancial.com.  Our thanks go out to Sara Lentz who worked incredibly hard to pull this together, and to Leah Alter who consulted with us on the project. 

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April 17, 2017 - Honoring Holiday Traditions

Between Easter and Passover, many people around the world have been honoring holiday traditions this past week and weekend.  At BFG, we took Friday off to allow our employees a chance to spend time with their families, and it was a much needed respite just in time for the final day of the income tax season tomorrow.  Make sure to mail or transmit both your 2016 returns (and payments, if applicable) and your 1st quarter 2017 income tax estimates (if you pay estimated taxes) by the close of the business day tomorrow. 

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