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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.
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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Lifestyle considerations in creating your retirement portfolio.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.