What is fiduciary financial planning?

Fiduciary financial planning ensures every recommendation aligns with your best interests. As fiduciaries, we are legally bound to act in your favor, offering advice free of conflicts. Our approach is built on transparency and trust, ensuring that every decision we help you make is guided by your unique goals and priorities for the future.

How do you create personalized strategies?

We begin by deeply understanding your financial situation, goals, and aspirations through thorough discussions. Using this foundation, we design tailored strategies that reflect your unique needs and align with proven methodologies. This ensures a practical, realistic plan designed for success in the short and long term.

What should I expect in the first meeting?

Our first meeting is all about discovery. We listen to your concerns, goals, and questions while explaining how our process works. It’s a collaborative session designed to give you clarity about your financial picture and the steps we can take together to build a secure future.

Do you charge commissions for investment services?

No, we operate on a fee-only model. This approach eliminates potential conflicts of interest, ensuring that every decision we make is entirely focused on your best interests. Our transparent fees mean you always know exactly what you’re paying for and how we’re working to help you achieve your goals.

How often do you review plans?

We review financial plans regularly, three times a year, to ensure they align with your evolving needs and any changes in the financial landscape. These reviews allow us to adjust strategies as needed, keeping your plan relevant and effective in achieving your long-term objectives. Our review schedule includes: Annual Goals and Plans Review in February Detailed Investment and Insurance Portfolio Discussion in August Tax and Estate Planning Meeting in November Meeting more often allows us to better understand your interests and minimizes the risk of missing opportunities.

What makes BSG Advisers unique?

Our empathetic, relationship-driven approach sets us apart. With over 30 years of combined experience, we focus on real planning that delivers results. We build lifelong partnerships, offering proven, pragmatic strategies that adapt to your unique goals and provide peace of mind through every stage of life.

How do I get started?

Starting with BSG Advisers is simple. Schedule a consultation, where we’ll learn about your needs, explain our services, and outline the next steps. From there, we begin crafting a tailored plan to help you achieve clarity, confidence, and peace of mind in your financial future.

Let's make a plan for peace of mind.

Get started today.

Your future, planned

Financial Planning Without the Jargon. No Sales. Just Results.

Local fiduciary advisors who speak human. We offer jargon-free retirement and wealth planning with no sales pitches; just a clear path to your goals.

Real planning

Trusted advice

Proven results

Get in touch.

Comprehensive solutions

You need good answers to important questions, and we’re here to help you get them.

BSG Advisers offers personalized financial services, including investment management, retirement planning, and tax strategies. Our transparent, fiduciary approach ensures solutions tailored to your unique goals.

See our services.

Trusted expertise

Meet the team that empowers your future.

For over 30 years, BSG Advisers has built lifelong relationships based on trust, empathy, and proven results. As fiduciaries, we prioritize your interests, providing tailored financial strategies that deliver clarity and peace of mind. With expertise in financial planning, investment management, and tax strategies, our team is dedicated to helping you achieve your aspirations through a relationship-focused and pragmatic approach. Together, we create practical solutions for lasting financial confidence.

Get to know our team.

Clear steps

Simplifying your financial journey.

1 Discover

We start by understanding your goals, priorities, and current financial landscape in a personalized, thorough discussion.

2 Plan

Together, we create a clear strategy tailored to your goals and designed for long-term success.

3 Implement

We execute your customized plan, guiding each step with transparency and precision.

4 Adjust

Regular reviews ensure your plan evolves with life changes and stays on track to meet your goals.

Get started.

Your questions

Answers that bring clarity.

What is fiduciary financial planning?

Fiduciary financial planning ensures every recommendation aligns with your best interests. As fiduciaries, we are legally bound to act in your favor, offering advice free of conflicts. Our approach is built on transparency and trust, ensuring that every decision we help you make is guided by your unique goals and priorities for the future.
How do you create personalized strategies?

We begin by deeply understanding your financial situation, goals, and aspirations through thorough discussions. Using this foundation, we design tailored strategies that reflect your unique needs and align with proven methodologies. This ensures a practical, realistic plan designed for success in the short and long term.
What should I expect in the first meeting?

Our first meeting is all about discovery. We listen to your concerns, goals, and questions while explaining how our process works. It’s a collaborative session designed to give you clarity about your financial picture and the steps we can take together to build a secure future.
Do you charge commissions for investment services?

No, we operate on a fee-only model. This approach eliminates potential conflicts of interest, ensuring that every decision we make is entirely focused on your best interests. Our transparent fees mean you always know exactly what you’re paying for and how we’re working to help you achieve your goals.
How often do you review plans?
We review financial plans regularly, three times a year, to ensure they align with your evolving needs and any changes in the financial landscape. These reviews allow us to adjust strategies as needed, keeping your plan relevant and effective in achieving your long-term objectives.

Our review schedule includes:
1. Annual Goals and Plans Review in February
2. Detailed Investment and Insurance Portfolio Discussion in August
3. Tax and Estate Planning Meeting in November
Meeting more often allows us to better understand your interests and minimizes the risk of missing opportunities.
What makes BSG Advisers unique?

Our empathetic, relationship-driven approach sets us apart. With over 30 years of combined experience, we focus on real planning that delivers results. We build lifelong partnerships, offering proven, pragmatic strategies that adapt to your unique goals and provide peace of mind through every stage of life.
How do I get started?

Starting with BSG Advisers is simple. Schedule a consultation, where we’ll learn about your needs, explain our services, and outline the next steps. From there, we begin crafting a tailored plan to help you achieve clarity, confidence, and peace of mind in your financial future.

Testimonials

I truly can't say enough great things about BSG Advisers!! Bobby and Laird have honestly changed the possibilities in my personal life and the life of my business. Before I met them, I had made a lot of mistakes and I was almost embarrassed to talk with them as I thought I would be too "poor" for them to want to work with. They made me feel just as important as their wealthiest clients. I'm on a[n] amazing path, I now have a 401K, and investments I didn't realize I could have. When I need to chat with them, they are available, no silly question is ever frowned upon or judged. They are good guys who are amazing at what they do and they clearly care about their clients. I'm soooo thankful to have met them!

Michelle Mills

Hands down the best, most personal and knowledgeable financial advisors I have ever worked with over the years! Every individual on the team is exceptional in their response time, wisdom, advice, and overall personable experience! I have already saved over 10 times of what my annual costs are!!! Kris, Laird and Jennifer are each rock stars and I should have done this decades ago for my business! 👍🙂

Ben Rutter

BSG has been fantastic. They're patient, easy to talk to and explain strategies clearly. More importantly, [their] planning has been a real game changer for us and it's the reason why we're not worried about our long-term financial health. Plus they're great guys!

Nancy Bierman

Cannot say enough about how incredible these guys are with Financial Planning. We have worked with them for several years, offering strategies and creative thinking in ways we wouldn't have been able to come up with on our own. We always look forward to our meetings with them and feel fully trusting of placing our money in their hands.

Alisha Pennington

It has been great strategizing with this team! I use the term TEAM with emphasis as they truly work together to discuss, plan and solve for your situation or needs.

Landon Gardner

We have been working with BSG for about 20 years. They helped us plan for retirement and now they are guiding us in how to best steward our retirement funds. They have always listened closely to our goals and taught us how to meet them in ways we would have never imagined. Now we can comfortably know that we will be able to take care of our needs as well as bless others. We highly recommend Laird, Bobby, and their team!

Kim High

My wife and I have been working with Kris and Justin for about a year, and I wish we would have started sooner. We thought retirement was still years away, but they showed us that we were in a better position than we thought. They discovered my wife wasn't receiving the full Social Security benefit she qualified for and helped us fix it. And they created a clear retirement plan that showed me that I could retire immediately, achieve all of our goals, and still have financial security. Two weeks after receiving our plan, I retired! We've since bought an RV, we're building our retirement house, and we finally feel confident about enjoying this new chapter of our lives. Their advice gave us the push and peace of mind that we needed.

Jeff Stephens

My wife and I recently found ourselves facing an overwhelming financial scenario that, if handled incorrectly, could have completely altered our retirement plans. We were referred to Justin Strubel at BSG Advisors by a close friend, and we couldn't be happier with that recommendation. From the start, Justin and Bobby took the genuine time to get to know us and our specific goals. Justin has a gift for explaining complex strategies in a way that actually makes sense to us. They immediately crafted a clear strategy to get our future back on track. I feel incredibly comfortable recommending BSG Advisors to anyone looking for experts who truly care about their clients' success.

James Davis

One of the things I appreciate most is how accessible they are. I can text at any time and consistently receive a response within an hour or less. Bobby and Laird have tremendous insight, stay on top of tax laws and market trends, and their advice has always been right on point for my situation. I have complete confidence in their guidance, and I genuinely believe that when it's time for me to retire, I will be quite ready thanks to their expertise and thoughtful planning. I highly recommend BSG to anyone looking for knowledgeable, attentive, and trustworthy financial advisors.

Melissa Adams

Disclaimer: These client testimonials reflect their opinions and experiences. No client received any financial or other compensation or benefit for providing a testimonial. Past performance is not indicative of future results, and there is no guarantee of a similar outcome.

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