“Clients first need to protect what they have before they can grow their wealth, and we help them achieve this goal. Our services are tailored to each client’s needs and help them stay abreast of political headwinds and governmental policies that can affect their assets,” says Joe Betcher, founder and president of BFG.
BFG’s business insurance planning, tax-favored retirement funding, and income and wealth replacement strategies insure clients against loss of income and protect their assets. By utilizing asset protection vehicles, such as annuities and cash value insurance, the team ensures that clients have the savings they need at the time of retirement.
Equipped with a certified financial planner, portfolio manager, financial advisors, and insurance agents, BFG ensures that its services meet and exceed client expectations. It keeps up with the latest in technology and financial software in order to offer the best investment recommendations.
BFG delivers the complete benefits of its services by adopting a step-by-step methodology while catering to clients. The team kickstarts the engagement process by performing due diligence to truly understand its clients’ needs. BFG’s financial planners then collect all the required documents and data from clients to draw a strategic plan. The team then presents the proposal to the client, touching upon ideas and recommendations for creating a strong portfolio.
Once the client is on board with the recommendations, BFG moves on to the implementation phase.
To protect and guarantee income streams for clients, the team conducts a thorough analysis to show them their spending habits. BFG also simulates investment strategies that clients can adopt based on models used by financial planners, such as the Monte Carlo Simulation. Interpreting ROI as ‘reliability of income,’ it provides clients with a fixed and guaranteed income stream that allows them to retire with dignity.
BFG works solely with referral clients. Its team helps them understand all aspects of their investment journey, from the capital required to the different investment vehicles available in order to guarantee returns while calibrating the risks involved.
Clients first need to protect what they have before they can grow their wealth, and we help them achieve this goal. Our services are tailored to each client’s needs and help them stay abreast of political headwinds and governmental policies that can affect their assets
Having worked in the wealth management space for over two decades, Betcher is instrumental in establishing his company as a reliable wealth management partner. He has earned many accolades throughout his career, including being the youngest Chairman’s Council qualifying member at MetLife, a top advisor and line leader for several years at Ohio National, while also leading in personal production for three major U.S.-based insurance companies over the last two decades. A Life Member of Top of the Table MDRT since 2010, he encourages his team to deliver top-notch services to clients. This focus on service quality and consistency builds clients’ confidence in the highly competent advisory team at BFG.
The BFG team collectively has earned several awards and accolades as topproducing agents in risk management solutions. Utilizing National Life Group’s innovative line of insurance portfolio products, Betcher and his team have qualified for National Life’s prestigious honor of the President’s Inner Circle.
Betcher’s successful career was built on hard work and sacrifice, but he said it is gratifying to guide his clients along the way, and it became extremely rewarding when he began working with other advisors in the industry to help them achieve success as well, and take their businesses to the next level.