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

The BSG of Southern California

The BSG of Southern California 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, concerns 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

 

 

Orange County:  2050 Main Street, Suite 500, Irvine, CA  92614

Century City:  1840 Century Park East, Suite 300, Los Angeles, CA  90067

Los Angeles:  3435 Wilshire Blvd., Suite 2500, Los Angeles, CA  90010

Woodland Hills:  21700 Oxnard Street, Suite 1100, Woodland Hills, CA  91367

San Diego: 4370 La Jolla Village Drive, Suite 400, La Jolla, CA 92122

 

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