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Who Are We? 

We are two CERTIFIED FINANCIAL PLANNER™ professionals with a combined 30 years of financial industry experience.  Before creating BTGRP, we served clients at some of the nation's largest financial firms.

 

Today, we bring that experience to an independent firm focused on helping clients make informed decisions about their retirement, investments, taxes, and financial future.

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Who Do We Work With?

​​We primarily work with retirees and individuals transitioning into retirement.

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Our clients value having a Planner that is a retirement specialist, not a generalist.  Everything we do, from our research and continuing education, to our software systems and how we construct portfolios, is built around the retirement life stage. 

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What Do We Specialize In?

Our primary areas of expertise include:

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• Retirement Income and Spending Plans - Creating and monitoring a sustainable strategy for turning your investments into retirement income.

• Proactive Tax Planning - Identifying opportunities to minimize taxes and improve the long-term efficiency of your financial plan. 

• Customized Portfolio Management - Building and managing investment portfolios designed around your goals, risk-tolerance, and retirement needs. 

• Estate Planning - Helping coordinate your financial strategy with your estate planning goals. 

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Where is Our Clients' Money Held?

Fidelity serves as our custodian.  Your assets are held in your own Fidelity account(s), and you have direct access to them through Fidelity.com and the Fidelity mobile app. 

 

​Are There Commissions When We Buy and Sell?

No.  You will not pay any commissions when we buy and sell.  

 

What If I Don't Live in California or Arizona - Can I Still Work with You?

Yes, you can still work with us.  We work with clients throughout the country, and most of our meetings are conducted virtually.  Our technology allows us to provide the same personal service and ongoing guidance regardless of where you live. 

 

Do You Have a Physical Office?

Yes.  Our office is located at:

2655 First Street, Suite 250

Simi Valley, CA 93065
 

You are a "Fee-Only" Advisory Firm.  What does "Fee-Only" Mean?

As a Fee-Only advisory firm, we do not receive commissions or sell financial products.  Instead, we charge an Assets Under Management Fee (AUM), which is a percentage of the assets we manage for you.

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View our Fee Structure Here:  

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