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Succession Planning

Are you a financial advisor interested in setting up your own succession plan? Whether it be an urgent issue for you - or something that you want to responsibly have in place for your own personal protection, taking the time for a discussion is a great place to begin.

BFG has successfully served as the successor for a number of retiring financial advisors as well as those still planning on working for many years to come.  The advantages of working with our team includes:

  • Significant experience
  • Proven track record
  • Strong client and staff retention
  • Deal flexibility
  • Ethical approach

We recognize that every single situation is quite different, and pride ourselves on being very flexible to accommodate a great number of possible needs and preferences.  If this is a conversation that would be of interest to you, please call us today at 763-746-2666 or fill out the online form below. We look forward to starting our partnership with you!

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