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Good Financial Plans Need Slush Funds
(General/Articles)
... size pot for their slush fund – probably 2-5% of their overall wealth at retirement. But that needs to last the rest of your life. The only way to get more into the slush fund as you spend it down is ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
... for more easy ideas. Additionally tap the resources of the employee benefit, legal and financial advisors to your business - their wealth of knowledge may hold a cost-effective solution. Once you come ...
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About
(General/About)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor. We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, ...
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Services
(General/Services)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
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Important Disclaimer
(General/main)
You agree with Boeckermann, Grafstrom & Mayer Wealth Management ("we","our", "us," as the case may be) as follows: Our Web Site (the “Site”) was designed to help our advisory clients view information ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
Service - We focus our services on providing clients with all the solutions needed. The owners of our firm are also owners of an accounting firm (Boeckermann, Grafstrom & Mayer P.A.) and a trust company ...
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Why BGM Wealth
(General/About)
“It is not timing the market that makes you money; it is time in the market that makes you money.” At Boeckermann, Grafstrom & Mayer Wealth Management, LLC we are primarily wealth managers. ...
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Our Clients
(General/About)
Typical clients of Boeckermann, Grafstrom & Mayer Wealth Management, LLC are entrepreneurs, small business owners, corporate executives and high net-worth individuals. Our clients are most likely ...
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Meet The Team
(General/About)
... from the University of Minnesota, Morris campus. After six years as a financial planner with a major national financial advisory firm, Jon joined Boeckermann Grafstrom & Mayer Wealth Management, LLC as ...
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Wealth Management
(General/Services)
Boeckermann, Grafstrom & Mayer Wealth Management constructs portfolios that are diversified between equities, fixed income and cash. We encourage each client to have at least a small portion of his ...
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Contact Us
(General/main)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC 7900 Xerxes Avenue South, Suite 1200 Bloomington, MN 55431 Map & Directions Phone: 952.844.2500 Fax: 952.844.2525 http://creator.zoho.com/miagd/bgm/form-embed/contact_miagd/ ...
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2009 Market Takeaways
(General/Articles)
I was surprised at the feedback from my last newsletter article (Rescue Yourself - https://www.bgmwealth.com/BGMWEALTH/WEB/me.get?WEB.websections.show&SCH3656_221). Many people said I hit a nerve ...
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Your Children Will Thank You
(General/Articles)
... put into trusts versus listing outright beneficiaries – that is a lot trickier to do so an attorney should always be involved. If done properly, you can pass wealth on for the next generation and help ...
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When To Take Social Security
(General/Articles)
... these numbers, financial plans are lasting longer when this increased wealth affect is taken into account as clients get into their 80’s. These higher payouts act like a buffer to portfolios that might ...
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Services
(Category)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
-
About
(Category)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor. We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, ...