Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®

The BSG of the Rocky Mountains

The BSG of the Rocky Mountains is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.

We listen to the key issues, concern, and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.

  • Business Continuity and Succession Planning
  • Executive & Employee Benefits
  • Company Retirement Plans
  • Estate and Legacy Planning Strategies

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck