Approach
Before we start talking about money, we talk about life. I want to start the relationship knowing everything I can about you. And, want you to feel 100% comfortable with me.
Before we start talking about money, we talk about life. I want to start the relationship knowing everything I can about you. And, want you to feel 100% comfortable with me.
Here, in our financial process, we dig deep, and I ask insightful questions. I want to know what you really desire. The more information we have, the more we can create something that’s truly specific for you.
Our team looks over all your data and information from every possible angle. And we come back with a perspective and insights we believe you likely will not have seen anywhere else.
The fun part. We present our plan in a simple, human way. After some feedback from you, this plan becomes the backbone for everything.
Here, in our financial planning process, is where we execute the strategies we choose for your financial growth and observe if the plan requires any adjustments over time.
During our relationship, we keep the dialogue going and check-in routinely. As new events develop in your life, you can rest assured we’re here for you.
Check the background of this investment professional on FINRA’s Broker Check
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.
You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. OnePoint BFG Wealth Partners does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.
Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states.
Third party websites linked are not under the control of OnePoint BFG Wealth Partners and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.
