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Financial Planning with ARGI

We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. The first step is to understand your Brown-Forman benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Brown-Forman, we offer a complimentary Benefits Review to all employees.

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Comprehensive Financial Planning

As a Brown-Forman employee, you have access to ARGI’s comprehensive financial planning services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Comprehensive Financial Planning with ARGI will include the following:

  • Brown-Forman Benefits Integration
  • Retirement Planning
  • Investment Analysis
  • Protection Planning
  • Income Tax Strategies
  • Legacy Planning

To learn more about each of these offerings, download our Comprehensive Financial Planning flyer.

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Let’s achieve your goals together.

Schedule a complimentary Benefits Review with an ARGI advisor to review the following benefits:

  • 401(k) Elections
  • Pension Estimates & Elections
  • Executive Savings Plan
  • Health Insurance
  • Net Unrealized Appreciation (NUA)
  • Supplemental Executive Retirement Plan (SERP)
  • Employee Stock Purchase Plan (ESPP)
  • Stock-Settled Appreciation Rights (SSARs)
  • Performance Based Restricted Stock Unit Awards (PBRSU)

To learn more about the components of a Benefits Review, check out our video.

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Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As an ARGI client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

ARGI is a third-party consultant that provides benefits education and financial planning for Brown-Forman employees. We have an agreement with B-F to provide educational services to certain B-F employees. ARGI Investment Services, LLC is a Registered Investment Advisor, and as such, we are required to make recommendations based on our clients’ best interests, not based on compensation, commissions or trends after a thorough review of their specific needs, risk tolerance, and resources. All benefits information provided by Brown-Forman. ARGI & B-F are separate and unrelated companies. ARGI has an agreement to provide services to some B-F employees. 

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI Innovations, LLC (dba ARGIMax), a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.