Some Insightful Info
We've provided answers to several important questions to give you more insight into our firm and how we work with our clients to help you in the process of evaluating whether our firm is the right one for you.
How is BG5 Financial compensated?
We work almost exclusively on a fee basis. In the rare situation where your needs require an investment product that pays a commission, we will fully disclose any potential commissions in advance. There is no charge for our initial set of meetings and prior to being invited to become a client we will detail in writing exactly how much it will cost to work with our firm (at the same time we will also detail the benefits you could expect from working with our firm).
Do you offer an hourly-fee or one-time project fee option?
We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
Does BG5 Financial work in my best interest?
Great question! We are proud to commit to the following principles:
How is BG5 Financial different from other firms?
Why should I hire BG5 Financial?
Another great question! But first, let us explain why you shouldn’t hire us.
Where did you get the name BG5 Financial?
If sounds like the kind of advisor you'd like to work with, be sure learn about who we do our best work for to find out whether our firm is a fit for your needs.
Ready to start the process of evaluating our firm?