Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®
The BSG of South Florida is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.
We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
The Business Strategies Group is a Division of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN)