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Partner with BMG Advisors to deliver financial coaching to the community members you serve.
The transition to adulthood carries with it many financial pitfalls, protect your students.
What can Prologue offer my organization? We offer a suite of services designed to promote financial well being. The core is one-on-one coaching with an advisor. This is complemented by:
Q/A on Demand
Asset Allocation Advice
Debt Management
Goal Planning
Insurance Planning
Budget Building
Review of Workplace Benefits
To see how we serve businesses, non-profits, and educational institutions, read more at the links above.
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