Financial Concierge Services


The Bahnsen Group is proud to present its Financial Concierge Services, a program available to all of its clients.  We have spent years building a professional network for outsourced services, and we have spent years enhancing our insourced services. Whether executing from an internal or external resource: Our Financial Concierge Services reflect a comprehensive view of our client’s financial needs and a vision to be the solution for the A to Z of our client’s financial lives.

Investment Solutions

  • Portfolio Management
  • Defined Benefit | Contribution
  • Alternative Investments
  • Stock Option/Restricted Stock
  • Real Assets
  • Liquidity | Banking
  • College Funding
  • Private Equity

Risk Management

  • P&C Liability Overview
  • Legal Structuring | Entity Formation
  • Health Care Evaluation
  • Long-Term Care

Estate & Transfer Planning

  • Estate Overview
  • Tax Minimization
  • Charitable Gifting
  • Beneficiary Designations
  • Trust Services
  • Life Insurance Consulting
  • Valuation Services

Real Estate

  • Investment Property Considerations
  • Property Management Services
  • Commercial & Residential Brokerage Services
  • Lending & Mortgage

Retirement Planning

  • Cash Flow Planning
  • Withdrawal Strategy
  • Social Security and Medicare Evaluation
  • Business Succession

Accounting

  • Bookkeeping
  • Tax Planning
  • Bill Paying
  • Debt Management
  • Balance Sheet Preparation
  • Tax Return Preparation
  • Budgeting & Spending
  • Cash Flow Monitoring | Reporting

Business Planning

  • Cash Management
  • Investment Banking
  • Business Valuation
  • Succession Planning
  • Legal Work
  • Corporate Governance
  • Key Man | Buy-Sell

Family & Lifestyle

  • Finance Oversight
  • Family Governance | Education
  • Personal Banking
  • Travel Planning Assistance
  • Private Charter (Yacht & Air)

The Bahnsen Group Difference

See how our Financial Concierge Services set us apart from other investment firms