BG Wealth Advisory, LLC and BG Wealth Management, LLC

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BG Wealth Advisory, LLC and BG Wealth Management, LLC WE ARE NOT AFFILIATED, NOR HAVE WE EVER BEEN WITH BG WEALTH SHARING LTD.

BG Wealth Advisory, LLC is an independent Registered Investment Advisor serving the Missouri, Kansas, and Texas areas We have three office locations:

Kansas City: 5700 Broadmoor, Suite 505, Mission, KS 66202
Temple, TX: 16 E Ave A, Suite 204, Temple, TX 75601
San Antonio, TX: 84 NE Loop 410, Suite 290, San Antonio, TX 78216

11/02/2026

Maximize your financial health before year-end. From leveraging qualified charitable distributions at age 70.5 to maxing out your HSA, 401k, and IRA catch-up contributions. These quick moves can secure your future and optimize your tax planning today.

11/02/2026

Counting on a large tax refund? You are essentially giving the government an interest-free loan. Stop using tax returns as forced savings and start keeping your money working for you throughout the year.

10/29/2026

Your income now impacts your Medicare Part B premiums at age 65. Discover how the IRMAA adjustment can push monthly costs from $200 to over $600 if you exceed certain earnings thresholds. Early planning preserves your retirement budget.

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10/29/2026

Gig workers, stop overpaying your taxes. Logging your expenses now simplifies your Schedule C, slashes your taxable liability, and protects your Social Security benefits by lowering your net income. Every mile counts toward keeping more of your hard-earned money.

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10/29/2026

Don't wait until the final deadline to process your Roth conversion. Financial institutions face holiday backlogs that can stall your request. Complete your paperwork early to ensure it actually clears before year-end.

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10/28/2026

Don't rush your retirement paperwork. Strategic timing regarding force reductions can secure a significant financial bonus. Avoid costly mistakes and ensure your benefits are working for you when you decide to walk out the door.

10/28/2026

Navigating the thousands of pages within the OPM manual is nearly impossible for federal employees. With limited HR infrastructure and reduced staffing, the system lacks the support needed to guide workers through their essential benefits.

10/28/2026

Estimating your federal pension requires precision. As a fiduciary, I help navigate complex calculations to match OPM estimates within fifty dollars. Get clarity on your retirement milestones today. For a complimentary consultation, visit bgwealthmanagement.com or call 913-553-6222 option 4.

10/27/2026

Discussing a prenup is an exercise in radical honesty. By spelling out financial realities early, couples build stronger communication and avoid future resentment. If you cannot discuss the hard topics before marriage, that is a red flag.

Address

8700 Indian Creek Parkway, Suite 330
Mission, KS
66210

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm
Saturday 9am - 2pm

Telephone

(913) 553-6222

Website

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