Bridge the Gap Retirement Planners LLC

Sunset of Marine City

Retirement Planners for the Retiree.
Serving clients locally in Simi Valley, CA, Phoenix, AZ, and Virtually Across The Country. 

Why Bridge The Gap?

We are Fiduciaries

Simply put:  We are required to act in the client's best interest, not our own. 

Two CFP® with every client relationship

We partner together on every relationship. Each BTGRP Client has two dedicated CFP® professionals working with you. 

Retirement Specialists

Our focus is retirement. We specialize in this space so we can be the experts you need for a successful plan. 

less clients and better advice
 

We specifically limit the total number of clients we work with in an effort to provide the best service possible. You deserve to be your advisor's A+ client.

How Can BTGRP Help Me? Here Are a Few Sample Cases Where We Excel.

Note: These are hypothetical cases, not actual BTGRP client cases. Each client situation is unique.

John and Marsha

This couple just retired,

Congratulations! They are now facing many big decisions: Should we turn on Social Security? How should we invest? How much can we spend?

Steve, Jane, and Lisa

Now several years into their retirement, Steve and Jane are ready for a revamp of their retirement plan. Thanks to the addition of grandkids, their family is growing and their priorities are changing.

We Love To Educate! We Host Live Classes Frequently. Check In Below To See Our Next Upcoming Event!

Grandparents and their Grandkids: The Golden Financial Opportunity
When
Oct 25, 10:00 AM – 10:30 AM
Where
Online Live Class
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SCHEDULE YOUR INTRODUCTORY CALL
TODAY!

 
Thank you! We will be in touch soon.

Have an additional question or need to schedule your introductory chat outside of listed hours? Send us a message here