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Subscription Based Financial Advice with Transparency

Most people don't start with a large nest egg, but you can still be serious about Planning Your Story.

At BMG Advisors, we are financial advocates for you, your family, or your small business.

Are you ready to begin Planning Your Story? Start with Prologue.

Educated

Educated

  • $100 Setup Fee
  • $40/mo or $60/couple
  • Cancel Anytime
  • Monthly Check-ins via Zoom
  • Q/A on Demand
  • Asset Allocation Advice
  • Debt Management Coaching
  • Goal Planning
  • Insurance Planning
  • Budget Building
  • Review of Your Work Benefits
Empowered

Empowered

  • $250 Setup Fee
  • $75/mo or $100/mo for couple
  • Cancel Anytime
  • Monthly Check-ins Via Zoom
  • Q/A on Demand
  • Asset Allocation Advice
  • Debt Management Coaching
  • Goal Planning
  • Insurance Planning
  • Budget Building
  • Review of Your Work Benefits
  • WealthVision Digital Access
  • Annual Meeting
Entreprenuer

Entreprenuer

  • Pricing Varies with Business Needs
  • Exclusively for Small Business Owners
  • Retirement Plan Consultation
  • Tax Sheltering Strategies
  • Business Consulting
  • WealthVision Access
  • Meetings with Key Employees
  • Business Insurance Consulting
  • Executive Coaching
  • Invitation to Leadership Retreat


WHAT IS SUBSCRIPTION BASED FINANCIAL PLANNING?

Think of us as your on-demand CFO for your life. Everyone is different, but the clients who use subscription based planning need help with things like budgeting, developing financial goals and strategies, and building wealth. Each life is a precious story; one we don't want you to waste. At BMG, we help you "Plan Your Story."

SIMPLE 

  • We have an initial "Fit Meeting" to see if we are a good match for each other.
  • If you choose to subscribe, there is an initial setup fee ranging between $100-$250.
  • Depending on the level of service you need, you pay a monthly fee between $40-$75 per person.
  • Cancel any time. After all, it's OUR job to deliver value to YOU. 

OUR COMMITMENT

You have hired us to be your advocate. We will always act in your interest, and give you the best advice we can. No question is out of bounds, and you don't have to worry about us selling you anything.


Prologue is a subscription model for financial planning services, which are offered through LPL Financial, a Registered Investment Advisor. Payment for these services is facilitated through AdvicePay, a fee-processing  platform for LPL Financial Advisors. AdvicePay , BMG Advisors and LPL Financial are separate entities.