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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?