BDG Wealth Management provides a personalized approach to the client/advisor relationship, one that offers full-time portfolio management to help you with your complex financial needs. Our services include individual portfolio management, retirement planning, and estate planning.
We work with a team of strategic partners to provide expert advice in all areas of complex financial planning. These include CPAs (business and individual), attorneys, banking, life and health insurance providors (group and individual), and 401K administrators. If you have a 401K plan with a previous employer, you can move it with you as you change location. With our guidance, you can take advantage of the tax laws that allow you to convert your 401k to a self-managed IRA with a wider selectionn of investment options.
We also offer strategies in wealth preservation, business succession, risk management, as well as personal and corporate pension planning.
Call us TODAY at (614)839-2090, or send an email to schedule a free consultation to discuss your personal financial strategies.