Based in Irvine, CA and Phoenix, AZ, BFSG is a fee-based firm with two divisions – retirement plan consulting serving mid-market companies and wealth management serving individual investors and institutions. BFSG’s retirement plan consulting services include committee chartering, investment policy statement creation, investment analysis, fiduciary compliance consulting, total plan cost assessment/revenue disbursement, and vendor benchmarking. This practice is known for creating processes that help retirement plan fiduciaries avoid potential conflicts of interest. Our wealth management services include portfolio construction, investment management, performance reporting, financial planning and retirement planning. Our wealth management division is known for treating each client as if they are our only client and always striving to put our clients’ needs before our own.