At BBG Financial Planning we are dedicated to providing our clients with the accurate information necessary to make sound financial decisions. Through our direct relationship with Bay Business Group, we are able to take a comprehensive approach to your entire financial situation that considers how your wealth management and tax-related goals can support the life-style you lead and the legacy you wish to leave. Whether you’re an individual, small or medium sized business or nonprofit organization, we focus on your specific needs and take the time to do the deliberate preparation necessary to create custom solutions for you. We are not governed by any proprietary investments—our independence allows us to put your needs first with every recommendation.


Working with us, means knowing that you are prepared and headed in the right direction, no matter what storms come your way.

Method 10® is property of Avantax Wealth ManagementSM. All rights reserved 2020.



Our Clients