BEST FINANCIAL SERVICES GROUP
It's not just about the numbers, we know what your money needs.
ABOUT US
Best Financial Services Group (BFSG) specializes in using life insurance as a sophisticated financial tool for high-net-worth individuals. Our strategies support wealth creation, address complex estate planning needs, facilitate charitable giving, and establish structures for long-term asset protection and growth. We serve both U.S. and international clients with a net worth of $10 million or more who meet key lending requirements, including adequate liquidity and conservative debt levels.
One of our core solutions is premium financing—a strategy that allows clients to borrow funds to cover life insurance premiums while preserving their own capital. By partnering with select third-party lenders, clients can secure substantial insurance coverage without disrupting their investment portfolios or liquidating valuable assets.
At BFSG, our relationships are built on trust, discretion, and a deep understanding of each client’s unique financial landscape. Whether you're actively seeking a solution or simply evaluating your options, our commitment is to deliver personalized guidance that aligns with your goals, priorities, and legacy plans.
OUR SERVICES
COMPENSATION PLANS
Your base salary is only one part of your total compensation. Comprehensive compensation plans also include bonuses, benefits, equity, and other financial or non-financial incentives that contribute to your overall earnings. These plans are structured to recognize your performance, reward your contributions, and support your ongoing engagement by providing meaningful goals and motivating incentives. Together, they create a well-rounded approach to compensation that values both your work and your continued growth within the organization.
EXECUTIVE BONUS PLANS
Executive bonus plans are targeted incentive programs designed to reward senior leaders for exceptional performance and strategic contributions. These plans offer additional compensation beyond base salary and standard benefits, often tied to specific business goals, financial targets, or long-term company performance. By aligning executive rewards with organizational success, these plans help attract, retain, and motivate top talent while reinforcing a strong leadership focus on driving growth, profitability, and shareholder value.
TAX FREE RETIREMENT INCOME
Tax-free retirement savings allow your money to grow without being reduced by taxes. Accounts like Roth IRAs and Roth 401(k)s let you contribute after-tax dollars, and then withdraw both your contributions and earnings tax-free in retirement. This can help you build a larger retirement fund over time and keep more of your money when you need it most. It's a smart way to plan ahead and increase your long-term financial security.
THE TYPE OF CLIENTS WE WORK WITH...
Have a Net-Worth of $10+ million dollars
Individuals and business owners that want to enhance their assets without the risk of the stock market
A desire to create a legacy without disrupting their cash flow
Have a balance sheet substantiated by a public accountant or other qualified source.