Business Planning Group
We are a group of experienced financial advisors here to assist you and your company in understanding the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our services and programs will assist you in creating benefits that will help you attract and retain key employees. We can help you gain a better understanding of the financial concepts behind wealth-building programs such as qualified retirement plans, executive benefit plans, leveraged premium plans, captive insurance companies, estate planning and legacy planning.
As the TPA for the client companies and CPA’s we service, we’ve been specializing in the 3 parts of group life since 1994. Join us for a comprehensive look at Group Life and the tax deductible benefits it can provide for your clients and their employees!