Free Meeting and Consultation.  It's easy.

  • Get acquainted
  • Discuss your financial concerns, goals and life aspirations
  • Get some feedback
  • No obligation
  • Find out about Financial Planning 

3 Steps to set up a meeting

  1. Download and fill out two Discovery Forms:  Initial Planning Questionnaire and Transition Profile
  2. Request a meeting.
  3. Send in Discovery Forms prior to the meeting

To request a complimentary financial planning meeting contact either Michael or Joe.

 

Michael McGlashen

mmcglashen@bcfpg.com

805-435-0030

 

Joseph J. Keenan CPA, MBA, CFP

jkeenan@bcfpg.com

805-435-0030

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