GET IT, KEEP IT, GIVE IT
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.
We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives.Learn More
Let us provide you with the guidance that can help you understand and better define your financial goals.Learn More
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding how capital gains are taxed may help you refine your investment strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
Why have the markets been so volatile recently?
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.