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REPLACE THE PAYCHECK MINIMIZE TAXES INVEST CONFIDENTLY
Bridge The Gap Retirement Planners
Financial Planners for the Retiree
Why Choose BTG?
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
Each BTGRP Client has two dedicated CFP® professionals working with them. We partner together on every relationship as a Team.
Retirement Specialists
Our focus is retirement planning. 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 BTG Help Me?
Here Are a Few Sample Cases Where We Excel:
Disclosure: These are hypothetical cases, not actual BTGRP client cases. Each client situation is unique.
Members Of:
Media Mentions:
Bryan Curry is quoted in Yahoo Finance:
"9 Ways to Save in April"
Andy Gerhartz is quoted in Think Advisor:
"A New Paper Says Young People..."
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TODAY!
Contact Us
Have a question? Or need an appointment outside of business hours? We understand! Write us a message here!
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