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Invest Today. Plan for Tomorrow.

I remember saying to my mentor, ‘If I had more Wealth, I would have a better Financial Plan.’ He quickly responded, ‘I would suggest that if you had a better Financial Plan, you would have more Wealth.’ You see, it’s not the amount that counts; it’s the Financial Plan that counts.” – Jim Rohn

LET US HELP GUIDE YOU

<strong>Helping you speak the language of the Financial Universe</strong>

Helping you speak the language of the Financial Universe

For the longest time, understanding the language of the financial world was the only way to access its benefits. From Individuals to Families and Businesses with complicated needs—our firm is committed to helping you navigate the complexities by opening these doors to everyone.

WHAT WE DO

One-Stop-Shop

From financial planning to insurance to investments-we check all the boxes. Here are the services that we provide: 

Comprehensive Financial Planning

Your financial plans are custom-designed around your unique goals and resources, with a platform to watch it all grow. 

Investment Management

We provide diverse Investment options, including all-in-one strategies for the hands-off investor and sophisticated portfolio management for the hands-on Investor. 

Personal Financial Officer (PFO)

Fortune 500 Companies have Chief Financial Officers. Why can't your family have its own Personal Financial Officer? You can with BBP Financial Group. 

Questions and answers?

More Questions? We have Answers.

Wondering how we are compensated? Or what our account minimums are? Either way -- you probably have questions and we have answers.

THE BBP DIFFERENCE

Why BBP Financial Group?

Good question. In fact, every one of our clients and prospects deserves to know the same. Transparency is at the heart of our firm.

Learn what makes us different Right Arrow 

<h3><span><strong>Earn Independence</strong></span></h3>

Earn Independence

Achieving a financial level of independence is more than autonomy or wealth, it’s a healthier relationship between you and your money. When you become Independent, you take back control of your life.

<h3><span><strong>Live Fearlessly&#160;</strong></span></h3>

Live Fearlessly 

Investment choices today may eliminate tomorrow’s financial worry. You embrace confidence because you lived for this—no matter what “this” may be. You will have a plan for it.

<h3><span><strong>Plan Simply</strong></span></h3>

Plan Simply

We start every potential relationship with a straightforward and painless conversation—leading with empathy, integrity, humility, and a desire for what's next.

FINANCIAL EDUCATION

Financial Tips, Insights, and Resources

We browse the financial industry for the latest trends and bring them to you directly.

Check out our Blog (the Flow) Right Arrow 

<h3><strong>Wealthy Investors: The "Perfect Cocktail" Strategy</strong></h3>

Wealthy Investors: The "Perfect Cocktail" Strategy

This guide outlines the financial strategy that could serve your needs now and in the future, by providing you with the same tools that ultra-high-net-worth (UHNW) investors know and use.

Read Now
<h3><strong>8 Mistakes That Can Upend Your Retirement</strong></h3>

8 Mistakes That Can Upend Your Retirement

Want to learn more about the 8 Mistakes that could derail your retirement goals? We have a general guide that will help you learn about the mistakes and potentially help avoid them in the future.

Get the Guide
<h3><strong>What is a Roth 401(k)?</strong></h3>

What is a Roth 401(k)?

While many people are familiar with the benefits of Traditional 401(k) Plans, others are not as acquainted with Roth 401(k)s. Read this guide before considering a 401k Rollover.

Find Out Now
<h3><strong>How Compound Interest Works</strong></h3>

How Compound Interest Works

Use this calculator to illustrate how compound interest works when you invest your money. It will illustrate and define the power of time when investing for the long term.

Calculate