Hello, I am Steve Broughton. Thank you for visiting our website today. As a CERTIFIED FINANCIAL PLANNER ©, and a practicing wealth manager for almost four decades, I partner with individuals and business owners who are already successful and have worked hard and made the sacrifices and decisions to achieve their goals and dreams. My clients engage me to partner with them, listen to them, and help them prepare for the next chapter of their life. By working together, we create a blueprint to ensure that their future is all they hope it to be and create peace of mind in a changing world. By creating a lasting relationship, we forge together a bond of mutual trust and respect that is unique. My passion is to help my clients be prepared for the challenges that the future holds and assure that the next chapter of their life is the best chapter of their life. Thank you again for visiting, please reach out to me if you have any questions.
|
01
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
02
The primary objective of this stage is to develop an effective, long term investment strategy that is custom tailored to the unique needs of each client. We develop a comprehensive plan that outlines the strategy we recommend for long term success.
03
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
04
We monitor our clients accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor. You need a professional who will take the time to understand your total financial picture, what goals you have, and where you want to be in five, ten, or even twenty years. You don’t want to be sold something-you want a partner who will help craft the right strategy for you to pursue your financial goals.
BFG Advisors is a wealth management organization that provides primary financial care to our clients, their business, and their loved ones. We believe success is a direct result of prudent, objective planning, discipline and honesty. Yes, there are other methods, but none work better.
We are an independently owned and managed company that provides professional guidance and excellent customer service to individuals, businesses and executives to pursue the preservation of their purchasing power throughout their lifetime.
Privacy Policy | Terms of Use | Powered by Levitate
Check the background of your financial professional on FINRA's BrokerCheck
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BFG Advisors Wealth Management is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures https://bit.ly/KF-Disclosures
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
The financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC & SC.