Our marketplace is other small professional, service providers and small businesses. Our typical client has about 10 employees.

We partner with national investment service providers and local tax and financial professionals to provide our clients state of the art retirement programs. Our expertise combined with tools our partners provide allow us to create a retirement plan right for your business.

William C. Clifford, Esq. is the principal of BBI. A 1992 graduate of Pepperdine University School of Law. Bill entered the family business in 1993, becoming the principal in 2000.

As a small employer I recognize the two roadblocks to implementing a retirement plan. First, finding the right plan to achieve your financial goals and, second, finding a user friendly plan. I work with my clients and partners to articulate the goals, maximize benefits and simplify the day to day paperwork to run a plan.