Bridge The Gap Retirement Planners LLC
Financial Services - Simi Valley, California, United States
Bridge The Gap Retirement Planners LLC Employees
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Bridge The Gap Retirement Planners LLC Details
At BTGRP, we purposefully choose to work with a small number of clients per advisor, so each client's situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment
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