In today’s world of instant access to a deafening array of financial sound bites, we’d like to invite you to some calm in the storm. Botsford Financial Group exists to help protect your wealth from outside forces and unforeseen events – no matter what form they may take.

Our firm specializes in

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ASSET PROTECTION

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COMPREHENSIVE FINANCIAL PLANNING

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RETIREMENT PLANNING

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ESTATE PLANNING & TAX MINIMIZATION STRATEGIES

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RISK MANAGEMENT

FOUNDER’s
MESSAGE

As seen in Barrons, Boomer, MSNBC, CNBC, Erin Botsford, CEO - Botsford Financial Group.

“ The hallmark of Botsford Financial Group is our philosophy of Lifestyle Driven Investing™.
Our aim is always to be the keepers and protectors of our clients’ lifestyles as they define them. ”

Erin Botsford, CEO

FOUNDER’s
MESSAGE

As seen in Barrons, Boomer, MSNBC, CNBC, Erin Botsford, CEO- Botsford Financial Group.

“ The hallmark of Botsford Financial Group is our philosophy of Lifestyle Driven Investing™.
Our aim is always to be the ‘keepers and protectors of our clients’ lifestyles as they define them. ”

Erin Botsford, CEO

 

Our Planning Process

Our planning process is part of an established and refined system. Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered.

Exploring any financial implications that could arise due to extended family issues, we look for any "train wrecks" that could impact our client's future.
We identify risks that could impact our client's situation and evaluate strategies to help reduce potential exposure to loss suffered from unforeseen events.
Proprietary asset allocation and investment solutions are based on the GRID form of asset allocation - an alternative method to standard pie chart asset allocation.
Sophisticated estate designs are outlined in layman's terms. Each client makes specific decisions to reflect his or her own desires. Strong emphasis is placed on lessening the overall risk to assets for survivors from future divorces, liability suits, creditor situations or bankruptcy issues.
We assist clients in re-titling their assets to reflect their customized estate plan. Using professional persistence and a team approach, we take your plan from paper to reality.
Our partnership continues...for generations. Planning is reviewed on an ongoing basis and remains dynamic, able to adapt to the client's ever changing circumstances.
1) Foundation Assessment System™
We build a model that depicts the current potential financial outcome, absent any changes. Process for modification begins
2) Family Visions and Values Conversation™
Exploring any financial implications that could arise due to extended family issues, we look for any "train wrecks" that could impact our client's future.
3) Risk Management Strategies™
We identify risks that could impact our client's situation and evaluate strategies to help reduce potential exposure to loss suffered from unforeseen events.
4) Grid Asset Allocator™
Proprietary asset allocation and investment solutions are based on the GRID form of asset allocation - an alternative method to standard pie chart asset allocation.
5) Estate Design Maximization™
Sophisticated estate designs are outlined in layman's terms. Each client makes specific decisions to reflect his or her own desires. Strong emphasis is placed on lessening the overall risk to assets for survivors from future divorces, liability suits, creditor situations or bankruptcy issues.
6) Asset Re-Titling Process™
We assist clients in re-titling their assets to reflect their customized estate plan. Using professional persistence and a team approach, we take your plan from paper to reality.
7) Lifetime Platinum Partners™
Our partnership continues...for generations. Planning is reviewed on an ongoing basis and remains dynamic, able to adapt to the client's ever changing circumstances.

WHOM WE SERVE

NEWS & MEDIA

BARRONS   Barron's Cover (jpeg)
Erin Botsford Named Barron’s Top 100 Women Financial Advisors & Top 100 Independent Financial Advisors

Once again, we are pleased to announce Barron’s magazine has recognized Erin Botsford as one of its Top 100 Women Financial Advisors & Top 100 Independent Financial Advisors for 2016. There are many criteria that are considered to determine this ranking, but what is most important to us is that none of this success would be possible without our valued clients and important business relationships.

OUR TEAM

Erin T. Botsford, CFP®, CRPC
Kay Lynn Mayhue, CFP®, AEP®, RFC®
Kyle Shores, CAS®
Chief Investment Officer
Blaine Malcolm, CFP®
Chief Advisory Officer
JP Pattinson, RFC®
Chief Operations Officer
Brad Cast, RFC®
Chief Financial Director
Zac Beckerley, CFP®
Director, Financial Services
Jennifer C. Mann, CFP®, CDFA™
Manager, Insurance and Special Projects
Nate Cavender
Vice President, Client Relations
Lindsey Littleton
Director, Marketing and Public Relations
Chad Lange, CFP®
Relationship Manager
Joey Beason
Relationship Manager
Allyson Bohannon, JD
Relationship Manager/Estate Planning Coordinator
Tami Snider
LPL Registered Service Associate
Michelle Shields
Client Service Associate
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LOCATIONS

Frisco, TX
(214) 423-4200

Atlanta, GA
(770) 391-4555
Contact Us

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