About Us

BBG Financial Planning serves friends and clients of Bay Business Group, LLC with tax-centric financial planning services. As a partner of Bay Business Group, we leverage the knowledge of your CPA to find solutions that consider your entire financial well-being and the tax-implications of each decision. We adhere to an intentional process that starts with listening to our clients, followed by gathering and analyzing data and providing actionable recommendations, that once put in place are frequently reviewed and adjusted.

When you work with BBG Financial Planning, you will receive a personal experience with real people delivering real solutions. Our beliefs serve as the foundation for how and why we work passionately with our clients each day.

Our Philosophy What We Do

How can we help?

Find out how we can help you reach your financial freedom.

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