Confirmation - BFG Wealth Advisors

Thank You – We’ve Received Your Request!

We’ve received your request for a personalized Three Penny Strategy illustration.

To create your report, we’ll need to gather a bit more information about your savings and retirement goals. Because this illustration is tailored to you, we require a short 5-minute phone call to collect the details needed.

What Happens Next

Schedule Your Call: A member of our team will reach out to set up a quick 5-minute conversation.

Provide Your Details: During the call, we’ll confirm the basic information needed to prepare your personalized illustration.

Receive Your Illustration: We’ll then create your illustration, showing hypothetical return scenarios based on the S&P’s historical performance, tailored to your situation.

Why a Phone Call?

Unlike generic brochures, your illustration is created specifically for you. The brief call ensures we:

Use accurate numbers based on your savings and goals
Show realistic hypothetical scenarios instead of generic examples
Provide guidance with complete transparency as fiduciary advisors, always putting your interests first

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Compliance Statement:

As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, ﬁnancial, and/or legal advice. Please consult with a legal, ﬁnancial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various ﬁxed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.

For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your speciﬁc situation using risk on or risk off asset classes in your retirement portfolio.

Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.

To access the following compliance forms, please visit www.caitlinjohn.com.

Caitlin John Form ADV 2A Brochure | Caitlin John Wrap Fee Brochure | Customer Relationship Summary | Privacy Disclosure Statement | ASWTI Form ADV 2A Brochure