The Florida Bar

Member Benefits Program: Financial Services

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Member Benefit: Financial Services

BHG Suite of Financial Services

For over 20 years, BHG Financial has been a trusted lender to hundreds of thousands of individuals and businesses — helping them achieve success.

As a Florida Bar member, you have exclusive access to their suite of financial solutions to accomplish your own personal and professional goals.

Business Loans

Fund major business expenses with a business loan from BHG Financial. With loan amounts up to $500,0001 — and extended repayment terms out to 12 years2 — you can start a new firm, expand your services, and much more.

A business loan from BHG Financial doesn’t require personal collateral. It also won’t affect your personal credit3 and may be funded in as little as 5 days4.

Discover the full benefits of BHG’s business loans.

Personal Loans

BHG Financial is committed to helping attorneys like you achieve your personal goals as well. With longer terms than many online lenders2 — and low monthly payments — a BHG consumer loan can help you make home improvements, consolidate debt, and more.

As a member of The Florida Bar, you have easy access to a customized personal loan — which can help you accomplish your goals more quickly.

Learn more about BHG’s suite of financial solutions and apply today.

*Personal loans not currently available in Illinois or Maryland.
1BHG Financial business loans typically range from $20,000 to $250,000; however, well-qualified borrowers may be eligible for business loans up to $500,000.
2Terms subject to credit approval upon completion of an application. Loan sizes, interest rates, and loan terms vary based on the applicant’s credit profile. Finance amount may vary depending on the applicant’s state of residence. Call 866-297-4311 for complete program details.
3There is no impact on your credit for applying. A complete credit history, which will appear as an inquiry on your credit report, will be performed upon acceptance and funding of a loan.
4This is not a guaranteed offer of credit and is subject to credit approval.
Consumer loans funded by one or more participating lenders. Equal Housing Lenders.
For California Residents: Consumer and commercial loans made or arranged pursuant to a California Financing Law license – Number 603G493.


Approved by more than 110 state, local, and specialty bars, LawPay is proud to be the preferred payment partner of more than 45,000 law firms. Designed specifically for the legal industry, LawPay provides attorneys with a simple, secure way to accept credit card and eCheck payments in their practice.

LawPay understands the unique compliance and financial requirements placed on attorneys, which is why their solution was developed specifically to correctly separate earned and unearned fees, giving you peace of mind that your transactions are always handled correctly.

For more than a decade, LawPay has made it as easy as possible for attorneys to receive payment for their services, and Florida Bar members pay no monthly fee for their first three months. To learn more, call 866-730-4140 or visit our website.

TrustBooks Accounting Software Built for Law Firms

Eliminate your accounting headaches with a software that understands law firms.

Key features include:

  • Manage your trust account(s) to ensure compliance with The Florida Bar trust rules.
  • Easy and intuitive workflows designed for the modern law firm.
  • Track all accounting activity at the client level.
  • Integrate with your online bank, Clio and LawPay to save time.

TrustBooks offers a 14-day free trial. Florida Bar members get an exclusive discount of 3 months free (25% discount) on annual Tier One or Tier Two plans or $15 off (12% discount) on monthly Tier Three plan. Go online to learn more and start using TrustBooks. Use the discount promo code FLORIDA.

Nota by M&T Bank


Trust account maintenance and compliance is critically important. Nota by M&T Bank’s financial management platform — available at no cost to members — helps lawyers manage trust accounts and avoid costly mistakes by providing a simplified, seamless, and efficient trust accounting platform that reconciles accounts, especially for solo practitioners and small firms.

Nota by M&T Bank’s platform provides attorneys with total visibility into their bank accounts along with full integration into law firm workflows. The platform, designed specifically for attorneys, helps to streamline the exacting management of client IOTA accounts, and integrates easily with major practice management, legal payment, and accounting platforms. Nota by M&T Bank seamlessly integrates with client accounts across multiple financial institutions or as a standalone trust accounting solution.

Register today and get started immediately

Questions? Email customer support or call 1-800-724-1313.

Prudent Financial Student Loan Repayment Counseling

At Prudent Financial Planning, our mission is to help you understand your student loan repayment options and select the option that works best for your specific situation. We understand that navigating the intricate world of student loan repayment strategies can be daunting, and we are here to help you.

Our team works tirelessly to provide you with a wide spectrum of solutions, customized to your unique student loan situation and goals.

Here is a highlight of our Student Loan Analysis. The analysis covers:

  • A complete review of Federal and Private student loans.
  • Review of your income, marital status, family size, and retirement plan contributions.
  • PSLF eligibility.
  • Recommendations on payment plans for your unique situation.
  • 90-minute meeting to discuss results and solutions.
  • 6-months follow up email support.

The fees include:

  • $395 for a combined loan balance of < $200,000.
  • $495 for a combined loan balance of > $200,000.

Please note that as a member of the Florida Bar, you will receive a 10% discount on our Student Loan Analysis!

Get started today


  • Savings: SoFi attorney borrowers save thousands over the life of their loans when they refinance.
  • Rates: Low variable and fixed rates available. Florida Bar members receive an additional 0.250% rate discount on student loan refinancing. Check out current rates.2
  • Simplicity: Consolidate all existing student loans (federal and private) into a single loan with one monthly payment.
  • Perks: SoFi offers member events, a referral program, and more.
  • No hidden fees: No application fees, no origination fees and no prepayment penalties.


If you have any questions about SoFi student loan refinancing, send us an email, visit the SoFi website, or call  855-456-7634.

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers such as Income Based Repayment or Income Contingent Repayment or PAYE. SoFi loans not offered to residents of Nevada. Other state restrictions may apply. 1See eligibility requirements at Licensed by the Department of Business Oversight under the California Finance Lender Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636.1Discount will be issued electronically once you become a SoFi borrower; you have submitted a completed application with documents and your loan has been disbursed. Offer good for new customers only. 2See