Botsford Private Wealth Information

"The keepers and protectors of our clients' lifestyles, as they define them"™ The hallmark of Botsford Financial Group is our comprehensive financial planning process. Our firm specializes in in-depth financial planning, asset protection, and tax and estate minimization strategies using sophisticated trust work where necessary. We use proprietary financial planning software to demonstrate what the cash flow and investment outlook may look like from the present time through retirement, and what specific steps should be taken to help achieve the desired results. Specializing in asset protection and risk management allows us to help high net worth individuals utilize their financial resources to pursue their aspirations for themselves and their loved ones. We understand the complex needs of affluent corporate executives and professionals. Our mission is to provide help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, Merit, Botsford Private Wealth, Worksite Financial Wellness, and Independent Advisor Partners are entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which our financial professionals are registered to do business, please visit www.botsfordfinancial.com or www.meritfa.com www.FINRA.org | www.SIPC.org