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Bridge the Gap Retirement Planners
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...
Overview
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
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Bridge the Gap Retirement Planners a fiduciary?
As a registered investment adviser, the firm is bound by the Investment Advisers Act of 1940 to act as a fiduciary for clients. This means it must put client interests ahead of its own when providing investment advice. Specific compliance history is not in the public record.
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