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Understanding Today's Financial Environment
Business First Wealth Solutions Group strives to provide our clients with the highest standard of personal service by understanding and supporting their lifes goals. With our experienced teams ability to harness a national footprint of professionals and resources of LPL Financial we provide a wide range of financial products and innovative solutions. Whether your goal be preparing for retirement, college savings, executive compensation or the passing on a business to another generation via legacy and estate planning we focus on your unique needs, wants and financial goals and objectives.
Serving Individuals
We can help take some of the mystery out of preparing for your financial future.
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Special insight and perspective to help business owners pursue their objectives.
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Let us provide you with the guidance that can help you understand and better define your financial goals.
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Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Rightsizing for Retirement
What does your home really cost?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.