Laserfiche WebLink
BFSG, LLC proposes to perform the services detailed throughout this RFP response for an annual fee <br />of $35,000. Additionally, BFSG will likely match any lower priced proposal from a Registered <br />Investment Advisory Firm with similar experience and qualifications. <br />Participant Education and Financial Planning <br />• Offer financial planning services to participants of the Plan conducted by a Certified Financial Plannerm <br />professional (CFP®) with the ability to schedule appointments online <br />• Provide one-on-one consultations including fiduciary -based point -in -time asset allocation advice to Plan <br />participants <br />• Provide participants access to BFSG's seasonal webinar series covering a variety of topics and <br />including guest appearance from industry experts <br />• Provide up to two (2) employer -specific seminars or webinars per year with topics fully customizable to <br />Client needs <br />• Access to BFSG's National Webinar Series containing educational content for plan sponsors and <br />participants <br />