Broker Check

BFG News & Notes

Winston Churchill once said, “No idea is so outlandish that it should not be considered.”

That type of open mind may not be frequently demonstrated in politics, but at BFG we have set up an environment to make sure we are getting diverse ideas and opinions from as many people as possible:

All eight of our financial advisors meet twice a month to review each client’s goals and our strategies to help reach them, along with analysis of each client’s planning model, portfolio allocation, and illustrations for accumulation goals and income plans. This means that each of our clients has eight financial advisors – not one – and is receiving the benefits of our advisors’ diverse educational and professional expertise with of over 100 years of combined experience.


Internally, we have an employee council to allow for open communication within our entire team and an executive council to formulate ideas and make decisions as a team.
Since 2008, BFG has maintained an Advisory Board, comprised of existing clients and ancillary professionals who work with our clients to make sure we’re exceeding expectations and that we understand the things that are most important to you. These people serve three-year terms and provide incredible feedback which we use to determine the direction our firm.


Starting next month, our Advisory Board has established three focus groups to allow deeper dives into three critical components of BFG’s plan:

  • Client Experience Focus Group: This group will be responsible for measuring and monitoring client satisfaction and retention, and to recommend client-centric initiatives to enhance the experience for all clients of BFG. Yanni Niebuhr and Eric Brotman will facilitate these meetings.
  • Business Development / Marketing / Public Relations Focus Group: This group will be responsible for creating and monitoring annual plans for increasing brand awareness and attracting new clients to the firm. Eric Brotman and Lena Nebel will facilitate these meetings.
  • Operational Effectiveness Focus Group: This group will be responsible for analyzing and monitoring internal processes and procedures to create the most efficient and effective business management and oversight possible, including items on budgeting and financial decision-making, expense analysis and control, human relations, and ownership structure. Kathleen Benjamin and Michelle Roberts will facilitate these meetings.

    At BFG, while we don’t want to bombard everyone with frequent surveys, we always welcome your comments, suggestions, and constructive criticisms. Please call or e-mail any member of our team anytime if you’d like to share your experience with us or if you have any questions about your planning.

February 11, 2019 - Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

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February 4, 2019 - Open House Video

Take a look at a video capturing some of the highlights of our 15th anniversary open house a few weeks ago. Thanks again to everyone who participated in making the event such a success!

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Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

Learn more

January 23, 2019 - Reminders About Income Tax Preparation

It’s late January and like many Americans all of us at BFG have begun getting tax reporting documents in the mail every day and taxes are at the top of mind. In preparation for tax season, here are a few reminders about income tax preparation.

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January 07, 2019 - Reflections and Resolutions!

Like many Americans, the beginning of a year is a time for reflection and resolutions. At BFG, we try to help our clients and their families create and maintain good habits around spending, saving, and investing.

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January 02, 2019 - Brotman Financial Group Launches BFG Financial Advisors!

As you are likely aware, we started the new year with a new name and logo, and that means social media updates. Please check out our new company LinkedIn page at https://www.linkedin.com/company/bfgfa/ and connect with us if you haven’t already.

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December 26, 2018 - Toy Drive - Thank You!

All of us at BFG hope that you and your families are enjoying the holiday season. Just before the holiday at our open house, we collected toys for the children at St. Vincent’s Center – a part of Catholic Charities – and it was our most successful toy drive to date.

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December 17, 2018 - The Big Reveal!

Last week was an incredibly special one at our office. On Thursday, we hosted our 15th anniversary event and annual toy drive for St. Vincent’s Center.

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December 03, 2018 - The Big Event!

The BIG EVENT is a week from Thursday, December 13th when we celebrate our 15th anniversary with an open house from 4-7 pm at our office. 

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November 19, 2018 - Happy Thanksgiving!

This week, we pause to celebrate Thanksgiving and the many blessings we are fortunate to enjoy. Our office will be closed on Thursday and Friday, and we’ll have a small group of people here on Wednesday, as many of our employees travel to celebrate with family and friends.

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November 12, 2018 - Opportunity Cost

In economics and finance, the concept of “opportunity cost” adds the financial cost of not making various decisions to the actual cost of each decision we make. In other words, it is the loss of potential gain from other alternatives whenever one is chosen.

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November 5, 2018 - Retirement Plan Contribution Limits for 2019

This week, the IRS announced all of the retirement plan contribution limits for 2019. For those of you who maximize your retirement savings through an employer-sponsored plan, you’ll need to verify with your H.R. department that you want to increase your contributions as of January 1, 2019. For those of you funding IRA, Roth IRA, or SEP-IRA accounts managed by BFG, we’ll be assisting with this process and reminders, as always.

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October 30, 2018 - Board Meeting Highlights

The advisory board members got a peek at our new company name, logo, and branding, and we’re very happy to report that the board unanimously approved our new design. The formal unveiling will take place during our open house anniversary event on December 13th, and you will all be receiving formal invitations and details soon. It’s going to be a really fun and memorable event!

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October 22, 2018 - Frederick "Meet & Mingle"

Last week, members of our team hopped on a bus and attended a “Meet & Mingle” with about 3 dozen clients and their guests in Frederick, Maryland.

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October 9, 2018 - Growing BFG family!

We are excited to announce that this past Thursday, our own Jaclyn Dunn, CFP® and her husband Jamie welcomed their first child, Makenzie Brianne to the world.

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October 2, 2018 - Year-End Calls in Full Swing

The 4th quarter is here and BFG’s year-end calls are in full swing. If you have not yet scheduled yours using our new online scheduling system, please contact Jennifer Palumbo.

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September 24, 2018 - BFG Roadshows

Last week we hosted our first “BFG Meet & Mingle” event of 2018 in Harlingen, Texas. We had a good number of clients and their guests attend, and a great time was had by all!

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September 18, 2018 - Year-End Tactical Calls

Year-end tactical calls begin this week, and we’re excited to be speaking with almost 400 families between now and November 30th.

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September 4, 2018 - Winter Tips and Podcast

NEED

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