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AXA Advisors

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! The BSG of South Florida. 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. Business Continuity and Succession Planning. Executive and Employee Benefits. Have Us Contact You.

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AXA Advisors | sfl.bsg-advisors.com Reviews
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Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! The BSG of South Florida. 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. Business Continuity and Succession Planning. Executive and Employee Benefits. Have Us Contact You.
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AXA Advisors | sfl.bsg-advisors.com Reviews

https://sfl.bsg-advisors.com

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! The BSG of South Florida. 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. Business Continuity and Succession Planning. Executive and Employee Benefits. Have Us Contact You.

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sfl.bsg-advisors.com sfl.bsg-advisors.com
1

Case Study

http://www.sfl.bsg-advisors.com/caseStudy.cfm?caseStudyID=575

How can my business today become a family legacy? You can call me Larry; that’s what most of my customers call me. Who are my customers? My BSG professional asked me two key questions:. How did I plan to choose a manager/leader from among my children and other family members and did I plan to groom them for the responsibility? How was I going to tell my other family members of my choice without them all feeling as if I disinherited them? Larr; Back to Case Studies. Register for Online Access.

2

Learning Center

http://www.sfl.bsg-advisors.com/AXA_BSG_Learning_Center.cfm

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! We have provided a wealth of important, interesting and helpful tools and information for you to access and peruse from this page. Please don't hesitate to share our website with other business owners, associates, vendors and clients who you believe can benefit from our resources as well. These brief topical articles provide a variety of interesting and helpful information. Financial Glossary and st...

3

Services : AXA Advisors

http://www.sfl.bsg-advisors.com/Services.3.htm

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! Business Continuity and Succession Planning. Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.). Non-qualified Executive Benefits (i.e., deferred compensation). Salary Continuation and Disability Income Insurance. Access and CPE Seminars for Professional Advisors. Services with Other Advisors. Buy-Sell and Cross-Purchase Agreements. Business and Personal Tax Planning. Register for Online Access.

4

Professionals : AXA Advisors

http://www.sfl.bsg-advisors.com/Agents.cfm

Click on photo for bio. Luis Chiappy, CFP , CLU, ChFC, LUTCF. Joe Lagriola, LUTCF. Wayne Cooper, LL.M. CFP , CLU, ChFC, MFSF. Colin Feng, Ph.D. Myles German, CFP. Tell Gonzalez, CFP , MBA. Pablo Hanuszkiewicz, CLU, ChFC. Raphael Leite, MBA. Don Macrina, MBA, CLU, ChFC. Harris Mandler, CFP. A Glen Von Hartz. Adam Weirich, CFP. Luis Chiappy, CFP , CLU, ChFC, LUTCF. 25 years of industry experience. Holds FINRA series 6, 7, 22, 24, 26, 53, and 65. GAMA International Board of Directors. Joe Lagriola, LUTCF.

5

Case Study

http://www.sfl.bsg-advisors.com/CaseStudy.cfm

Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! Here are just a few examples of the many ways our team’s knowledge and experience can help business owners address challenges, mitigate risks and pursue opportunities and goals. Case Study #1 - Now how do you get at your value? Case Study #2 How can I help to protect my business and my family if something happens to my partner? Case Study # 4 How can you pursue growth without adequate cash flow?

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Local Offices : AXA Equitable

http://www.bsg-advisors.com/local-offices.4.htm

The Business Strategies Group of Southern California. 2050 Main Street, Suite 500. Irvine , CA 92614. 3435 Wilshire Blvd., Suite 2500. Los Angeles , CA 90010. 1845 W. Olympic Blvd., Suite 1100. Los Angeles, CA 90064. 21700 Oxnard Street, Suite 1100. Woodland Hills, CA 91367. 265 E River Circle, Suite 420. Fresno, CA 93720. The Business Strategy Group of Central Florida. 4890 West Kennedy Blvd., Suite 800. Tampa, FL 33609. 5337 Millenia Lakes Blvd., Suite 450. Orlando, FL 32839. Miami, FL 33156. One Park ...

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Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! The BSG of South Florida. 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. Business Continuity and Succession Planning. Executive and Employee Benefits. Have Us Contact You.

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