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We exist to help you plan your story.

Our mission is to help people enhance their quality of life through financial planning.  First, we meet with our clients to understand what is important to them.  Together, we develop a plan designed to fit their needs and put them on the path toward pursuing their financial goals.  We believe the benefit of this approach is the future potential for individuals to live the way they envision, throughout this continually changing journey called life.

Our Values. Four Words.

Family. It's at the center of who we are at BMG. Today especially, the word means different things to different people. We want to know you and the people you care about. However you define it, we want to know your family.

Understanding. Every client is unique. Understanding their personal story so that we can help them plan is something we're constantly striving to do.

Wisdom. We're not saying we're wise, but we most certainly value it. This means we seek the knowledge of others, and are always learning.

Respect. BMG believes that everyone deserves respect. What this means is we are committed to treating everyone from clients, family, prospects, and partners, with a level of dignity that is often missed in today's world.