BSG with Laird



Had one lately?


For those who are Christians (and many who aren’t), we just finished celebrating God taking on flesh in the birth of Jesus of Nazareth some 2,000 years ago.  By the time you read this, January 6th will have come and gone but the date holds deep meaning for me (not because of the joint session of Congress, mind you). 


January 6th is A Lot of Things


It's my wedding anniversary…

…the Twelfth Day of Christmas & the day we celebrate the three kings coming to worship the Christ (called Epiphany)…

…and the beginning of the Mardi Gras season.  That means I have a reason to make another King Cake!


Now Onto That Epiphany


So just what is “an” epiphany versus “The Epiphany”?  Basically, it’s an “aha” moment when we understand some truth that we figure we probably should have recognized all along. I’ve had a lot of them over the years so I guess that means I’m a bit slow when it comes to certain things.  But when it comes to my current profession, I’ve had three I want to share with you.


When we create a plan, we provide our clients a clear set of action steps supported by objective analysis. Then, we work with them over time to implement the actions most important to them.  

That's why we trademarked the phrase…

We're not brokers, we're fixers!

Want to know more?  Need our help?

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We're not Brokers; We're Fixers!  

Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers.  BSG Advisers offers clients financial planning, investment advice and insurance.  BSG Advisers does not provide tax or legal services.