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THE FINANCIAL EXPERTS YOU NEED

We are a fee-only, fiduciary and independent financial planning and investment advisory firm with offices in Boca Raton, Florida. As a CPA (Certified Public Accountant) and PFS (Personal Financial Specialist) professional BGI has the experience, ethics and expertise to get the job done right.

 

Who We Serve

We serve a variety of clients including those who are planning for retirement or already in retirement, business owners, executives, growing families and experienced investors.

 

What We Do

We provide comprehensive financial planning solutions to help our clients organize, grow and protect their assets. Our services include retirement, investment, estate, insurance and tax planning. 

 

Why Work With Us

Our clients are busy and work with us because they want to simplify and organize their financial lives. They understand financial planning is complex and they seek to work with someone they can trust.

2500 N Military Trail, Suite 120, Boca Raton, FL 33431 | (561) 847-3596

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