BFS Advisory Group

Family caregiving is one of the most meaningful and important roles we can take on—and with thoughtful planning, it doesn’t have to come at the expense of your financial future.

According to a recent AARP report, many caregivers face financial pressures, from pausing savings to adjusting retirement timelines.

The good news? There are solutions that help you care for a loved one without losing your financial footing. With open conversations and proactive steps, you can take on the role of caregiver without sacrificing your long-term financial strategy.

The team at BFS Advisory Group is here to help caregivers find balance and confidence in managing both personal and family financial goals.

Read more here: https://press.aarp.org/2025-07-24-New-Report-Reveals-Crisis-Point-for-Americas-63-million-Family-Caregivers

We’re proud to congratulate our president, Debra Brennan Tagg, on earning her Certified Exit Planning Advisor (CEPA®) designation!

A CEPA is specially trained to help business owners maximize the value of their company and prepare for one of the most important financial decisions of their lives: their eventual exit. This certification combines expertise in financial planning, business strategy, and transition readiness.

For our clients—many of whom are small business owners—this means deeper guidance, more tailored strategies, and greater confidence as they plan for the future of their business, their family, and their financial independence.

Congratulations, Debra, on this achievement and your continued commitment to helping our clients sculpt their financial futures!