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REPLACE THE PAYCHECK                                             MINIMIZE TAXES                                                   INVEST CONFIDENTLY
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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.

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.

Members Of:
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Media Mentions:
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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..."

Schedule Call

SCHEDULE YOUR INTRODUCTORY CALL
TODAY!

Contact Us

Have a question? Or need an appointment outside of business hours? We understand! Write us a message here! 

Thank you! We will be in touch soon.
CONTACT
OFFICE LOCATION
MAILING ADDRESS

Bryan Curry CFP®
805-304-9459
bryan@btgretirementplanners.com

​

Andy Gerhartz CFP®, MSPFP

414-416-4208

andy@btgretirementplanners.com

Serving clients locally in CA and AZ, and virtually across the country.

BTGRP

1230 Madera Road Suite 5-113
Simi Valley, CA 93065

Bridge The Gap Retirement Planners LLC (“BTGRP”) is a registered investment advisor offering advisory services in the State(s) of [CA/AZ] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTGRP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTGRP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

© 2021 BTGRetirementPlanners

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