In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March and then shifts to an update on the economy, earnings and our outlook going forward.
01. Our Mission
To help provide financial peace of mind to our clients with customized tax, accounting, and financial planning strategies.
02. Our Vision
To assist our clients in accumulating, protecting, and transferring their wealth.
03. Our Values
Responsibility | Honesty | Achievement
Our Credo
BSG works to build security beyond the numbers through a collaborative advisory experience. Integrity and our client's interests are our highest mission.
Our Team is dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
We are a family-focused team committed to fostering a culture of responsibility, and servant leadership. We'll start by getting to know you. You talk, we'll listen.
Our Guiding Principles
Clients Come First
Family Focused
Integrity ~ Responsibility
Servant Leadership
Dedicated to the well-being and success of our clients and our community. We aim to exceed your expectations every step of the way.
Who We Are
We are a team of Certified Public Accountants and Financial Advisors providing individuals, families and small businesses with customized tax, accounting and financial planning strategies. Our dedicated team of professionals delivers the complete package of holistic financial planning, accounting and tax advantaged investing to help you accumulate, protect and transfer your wealth in a tax efficient manner.
Our Services
Tax Planning
- Individual Tax Preparation and Planning
- Business Consulting
- Business Tax Preparation and Planning
- New Business Acquisition
Small Business Accounting
- Accounts/Receivable and Accounts/Payable
- On-Site and Remote Payroll Service Available
- Quickbooks Software Installation, Training, and Consulting
- QuickBooks ProAdvisor
Payroll Services
- Check Processing Including Direct Deposit
- On-site and Remote Payroll Services Available
- Weekly, Bi-weekly, Semi-Monthly, Quarterly, and Annual Payroll Deposits, Reports, and Returns
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing plans
- Asset Allocation
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Alternative Investments
- Variable Annuities
Insurance
- Disability Income
- Life Insurance
- Long Term Care
