Advanced Planning Services

Minimize Taxes with BB&G’s Advanced Planning Team

Simply put, at BB&G our advanced planning team helps clients maximize their estate while minimizing taxes – and we take great pride in delivering the absolute best results.

Not only does the BB&G team have extensive financial training and client experience, we also have extensive experience in actuarial science and insurance product development – and we’ve partnered with some of the best financial firms, CPAs, attorneys and tax experts in the business.

Contact us to learn more – or to schedule joint field work meetings where we visit your clients with you.