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BCG Holleman | Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance

BCG HOLLEMAN is an independent and entrepreneurial financial services firm focused exclusively on: business succession planning, executive benefits, and managing financial security for individuals and families. Our mission is to build and continually deepen our relationships with our clients to constantly earn their trust in our thinking, ideas, and integrity so that together we are best able to develop and implement the most appropriate goal achieving planning possible.

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BCG Holleman | Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance | bcgholleman.com Reviews
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BCG HOLLEMAN is an independent and entrepreneurial financial services firm focused exclusively on: business succession planning, executive benefits, and managing financial security for individuals and families. Our mission is to build and continually deepen our relationships with our clients to constantly earn their trust in our thinking, ideas, and integrity so that together we are best able to develop and implement the most appropriate goal achieving planning possible.
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BCG Holleman | Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance | bcgholleman.com Reviews

https://bcgholleman.com

BCG HOLLEMAN is an independent and entrepreneurial financial services firm focused exclusively on: business succession planning, executive benefits, and managing financial security for individuals and families. Our mission is to build and continually deepen our relationships with our clients to constantly earn their trust in our thinking, ideas, and integrity so that together we are best able to develop and implement the most appropriate goal achieving planning possible.

INTERNAL PAGES

bcgholleman.com bcgholleman.com
1

BCG Holleman | Firm | Our Team

http://www.bcgholleman.com/firm/team.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Securiti...

2

BCG Holleman | Resources | Archives

http://www.bcgholleman.com/resources/archives.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Special ...

3

BCG Holleman | Services | Business Succession

http://www.bcgholleman.com/services/business-succession.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Our inte...

4

BCG Holleman | Services | Life, Disability and Long-Term Care

http://www.bcgholleman.com/services/life-disability-ltc.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Marrying...

5

BCG Holleman | Podcast | John M. Kane | Podcasts

http://www.bcgholleman.com/podcast/kane.php

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. Importan...

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bcgco.com bcgco.com

Families

http://www.bcgco.com/OurServices_Families.aspx

Families. Every client is different. Every Plan is unique. Taking client advocacy to a whole new level. We work with affluent families and their advisors to design, implement and administer complex planning strategies to address their unique situations, promote philanthropic giving and to maximize the value passed to future generations. The services we provide to families include:. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax.

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Advocacy

http://www.bcgco.com/OurServices_Advocacy.aspx

Advocacy. We Don't Just Talk About Client Advocacy, We Do It. Our last client is as important as our next client. The foundation of our business is to provide legendary service. And, we mean it. Because of our commitment to our clients, we house an extensive administration department whose sole concern is to care for your service needs. Our proactive process allows us to manage the strategies we implement. The services we provide as part of our long-term commitment include:. Carrier and Product Due Care.

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M Financial Group

http://www.bcgco.com/BCGAdvantage_MFinancialGroup.aspx

An Organization Built on Trust. With more than thirty years of industry experience serving affluent families and corporations, and a pool of resources and support through M Financial Group, clients of BCG know they receive the best of the best in quality products and service. Or go to www.mfin.com/disclosurestatement. For further details regarding this relationship. For more information on M Financial Group, go to www.mfin.com. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. Securities and I...

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Board Members - Washington DC Police Foundation

http://www.dcpolicefoundation.org/board-members.html

Washington DC Police Foundation. Supporters of the Foundation. The DCPF Board is comprised of DC business leaders who are passionate about making Washington DC a safer place for all to live, work and visit. Terrence D. Straub, Co-Chair. Mark H. Tuohey, III, Co-Chair. Armstrong, Fleming and Moore, Inc. Jackie Wasni, Secretary. Northrop Grumman Information Systems. James D. Berry, Jr. MPD Citizens' Advisory Counci. Covington and Burling LLP. Vincent C. Burke, III. George P. (Pat) Clancy, Jr. Carl Rowan, Jr.

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News & Resources

http://www.bcgco.com/NewsResources.aspx

News and Resources. Innovation. Leadership. Education. The following information is intended to keep you informed of recent events impacting the financial markets. We welcome the opportunity to discuss the information with you. Please do not hesitate to contact us. With any question or comments you may have. BCG Holleman Merger Announcement. 2016 Q1 Quarterly Economic News. 2015 Q4 Quarterly Economic News. 2015 Q3 Quarterly Economic News. 2015 Q2 Quarterly Economic News. Year-End Insurance Planning (pdf).

bcgco.com bcgco.com

Corporations

http://www.bcgco.com/OurServices_Corporations.aspx

Corporations. Solutions to Achieve Business Objectives. We design, implement and administer executive benefit plans and asset liability matching strategies. The right non-qualified benefit funding strategy is critical for a company and its executives' future. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time. The services we provide to corporations include:. Executive Advice and Education. Richmond, VA 23219 ( map.

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Our Services

http://www.bcgco.com/OurServices.aspx

Our Services. Next to Excellence is the Appreciation of It. We operate a specialized firm for a good reason: Personalized Service. Our primary goal is to serve the specialized insurance needs of our clients. Our professional team acts as an extension of your own. Together, we develop sophisticated plans that integrate estate planning, tax, insurance and legal issues. We offer expertise and a distinct advantage in:. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax. Securities...

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Our Process

http://www.bcgco.com/BCGAdvantage_OurProcess.aspx

Our Process. Managing lifetime commitments. In working with our clients and advisors, we maintain a very personalized hands-on approach: Listen. Educate. Act. Deliver. We conduct a comprehensive analysis of your situation and present summaries of the plan in a variety of formats, both written and visual. These plans offer everything from easy-to-understand overviews to complex financial analyses. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax.

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Our Firm

http://www.bcgco.com/BCGAdvantage_OurFirm.aspx

Our Firm. An Essential Resource. We are stewards of your lifelong objectives. In 1988, our company was founded on a simple premise: Serve the specialized insurance needs of affluent families and corporations. From minute personal preferences to the reality of a corporation's future, we develop strategies to accommodate all details, even as they evolve. 800 East Canal Street, Suite 1901. Richmond, VA 23219 ( map. 804648.0035 ( fax. Securities and Investment advisory services offered through M Holdings Sec...

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Our Professionals

http://www.bcgco.com/BCGAdvantage_OurProfessionals.aspx

Our Professionals. People are the foundation of our success. Our team of professionals is dedicated to helping our clients - both old and new - by finding and designing the best solution tailored to their specific needs. Advisor and Client Relations. James P. Belk. Vernon W. Holleman III, CLU. Jeri L. Turley. Eric J. Hieber. Director, Plan Design. Kelly E. Terrell. Caroline E. Artley. Director, Client Service. Jennifer L. Fitzgerald. Sheree N. Engle. Erin C. Wilder. Director, First Impressions. Jeri Turl...

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BCG Holleman | Business Succession, Executive Disability, Benefits Liability, Wealth Transfer & Charitable Planning, Life & Disablility Insurance

Our Team ». M Financial ». Life, Disability and Long-Term Care ». Business Succession ». Executive Disability ». Benefits Liability Funding ». Wealth Transfer/Charitable Planning ». Life Insurance Audits ». BCGH Library ». Published Articles ». Gilbert M. Grosvenor » Chairman, National Geographic Education Foundation. Michele V. Hagans » President, Fort Lincoln New Town Corporation. John M. Kane » President of Kane Company. Kathy Kolbe » Chairman of the Board, Chief Creative Officer, Kolbe Corp. We have ...

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