BFG Retirement Planning Services
BFG provides its advisors with Retirement Planning Services which are used by BFG Advisors to receive specific client case retirement planning consultations. These consultations with BFG Retirement Planning Experts occur at various times during the retirement planning process.
BFG wants to help BFG Advisors in providing their clientele with a more advanced service offering by incorporating a complete retirement plan in their financial services. These retirement plans outline the client’s retirement goals and objectives before providing strategies to reach them. BFG Advisors benefit greatly from this retirement planning service by providing a better service offering to their client’s and increasing the potential need for financial services.
Retirement Planning Experts
BFG Retirement Planning Experts are available for BFG Advisors to consult. These retirement planning experts are proficient in different financial planning strategies and are there to support BFG Advisors with just that.
BFG Advisor clients are very often looking at retirement planning solutions to help them reach their financial goals later in life. Depending on the client’s current financial situation and their future financial objectives, BFG Retirement Planning Experts will propose strategies that will work towards the client’s needs.
BFG EXPERTISE
With our industry expertise, strong carrier relationships, and commitment to excellence, we provide you with the tools and support you need to excel in your practice.
Detailed Retirement Planning
More detailed Retirement Planning strategies are also available for specific client cases. These specific client cases are often set apart from the average retirement plan by either their size, worth, or complexity. In some cases, BFG Advisor clients have outstanding financial positions, and their retirement planning strategies require more in-depth analysis of the options available to these individuals.
Other client cases have numerous sources of income which can benefit from strategic money management solutions to save money on taxes, fees, and hedge against inflation in the long-term.
Retirement Income Planning
Retirement Income Planning Experts will help BFG Advisors calculate potential macro-economic and inflation-related trends that may affect the client’s retirement income. The trends are analyzed and presented to the BFG Advisor’s client, so they understand the methodology used in estimating their potential future income in comparison to today’s dollar value.
BFG ACCESS
Access the various services and benefits offered to BFG Advisors.
Saving for Retirement Strategies
BFG Retirement Savings Planning Experts focus on the income portion of the retirement planning strategies to plan the income leading up to the client’s retirement. This portion of the retirement plan considers income splitting opportunities, income deferral strategies, RRSP contributions, investment opportunities and other strategies.
Hedging for Inflation
BFG Retirement planning experts will consider the potential inflation trends and recommend appropriate inflation hedging strategies. If the BFG Advisor’s client has already begun saving for retirement and this new retirement plan is meant to improve upon an existing retirement plan, the BFG Expert may conclude that diversifying by hedging against inflation may be a good strategy to propose.
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