Business Owner Benefits

Business Owners
and Executives

Business Planning Group can help you create strategies to build wealth, protect your lifetime earnings, receive tax-free income, mitigate tax liabilities, and more!

Interested in learning about financial strategies for you, your executives, and your business?

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Tax Mitigation

Taxation is an unalterable fact of life. Business Planning Group can assist you in the development of IRS compliant strategies that will enable you to reduce the impact of taxation on your business and personal finances. We will give you and your company access to the information and professional services needed to reduce the impact of taxes on your finances. Let’s get the conversation started.

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Investing with Pre-tax Income

Most investment options such as stocks and real estate are made utilizing expensive after-tax income. Business Planning Group can help you create significant tax reductions utilizing financial strategies and investments created with pre-tax income. Let’s get the conversation started.

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Enterprise Risk

Enterprise Risk

Captive insurance companies are established to insure the enterprise risk of your company in a cost-effective manner. Business Planning Group can guide you in establishing your captive(s) to provide the needed risk coverage for your company. Let's get the conversation started.

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Family Services

Retirement and Estate

Protecting your family, retiring in comfort and leaving your heirs a tidy estate is what we'd all like to accomplish. It's never too late to create a plan for your retirement. Business Planning Group offers pre and post-retirement consulting specializing in preparing you and your family for the road ahead.

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Legacy Planning

Legacy Planning

When you think about all the things you have done in your life, and the impact you have had on people and organizations, you are thinking about your legacy. How will those you love and the organizations you care about, remember you for your lifetime of commitment? Now may be the time to consider creating an enduring legacy for you or your family. Let's get the conversation started.

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National CPE Sponsor

Business Planning Group is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training (and CPE credits) on the retirement and tax advantages of key retirement investments. We don't just work with CPA's and tax advisors on tax-advantaged programming for clients; we train them on the products and tax laws that support the products and how to file the clients' annual tax forms with the IRS.

Welcome to Business Planning Group

Business Planning Group assists organizations and clients in understanding and implementing qualified plans, executive and employee benefit plans, enterprise risk management, and estate and legacy planning strategies. We help clients build personal wealth, attract and retain successful teams, and create a powerful impact into the future.

We personally work with all relevant parties to help them understand the potential rewards that are available when they take a proactive approach to their financial planning. Our services provide IRS compliant options that minimize tax impact while protecting and enhancing lifetime earnings.

About Us

Business Planning Group works with business owners and key employees to help them build financial wealth. We will work with you and your tax advisors to assist you and your team in gaining a better understanding of the IRS compliant financial products that will enable you to mitigate income taxes, protect lifetime earnings and receive tax-free distributions. Visit the About Us →section to learn more about Business Planning Group.

Business Services

Business Planning Group will assist you and your legal and financial advisors in gaining a better understanding of the IRS approved financial concepts behind key employee and executive benefits that will enable you and your key team members to mitigate income taxes, protect lifetime earnings and receive tax-free distributions. Visit the Business Services → section to learn more about the services and products of Business Planning Group.

Family Services

You’ve worked your entire life to arrive at retirement. Business Planning Group will help you and your family create an estate plan to create and protect your wealth, mitigate current and future tax liabilities, protect your lifetime earnings potential and provide tax-free income for your retire. There is never a better time than now to start seriously planning for for your life after work. Visit our Family Services →page to learn more about how Business Planning Group can help you and your family reach your financial goals.

Looking to grow and protect wealth?

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Strategies

Our Mission

To serve client organizations, their owners, executives and key employees by supporting them in planning for their financial futures. To provide superior financial products and services, clear guidance and advice and support the implementation of financial strategies designed to help our clients avoid risk, mitigate taxes, protect their families, accumulate assets for their future and leave a lasting legacy.

Contact Us

Business Planning Group looks forward to assisting you and your team in planning and executing your employee and executive benefits, wealth building and tax mitigation programs. Please click on the button below to go to our Contact page.
Contact

Business Planning Group is the brand under which we provide services to our clients. The mountain peak logo is used in conjunction with our trademarks to identify Business Planning Group as the source of materials. Any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, by the recipient for the purpose of avoiding penalties under the Internal Revenue Code or applicable state or local tax law provisions. This Website is for informational purposes only and does not constitute a complete description of our services or product offerings. This Website is in no way a solicitation or an offer to sell securities, investment advisory services, annuities, qualified plans, non-qualified plans or insurance except, where applicable, in states where we are licensed and registered. Information throughout this site, whether statements regarding products or services, taxes, the market or other financial information, is obtained from sources which we and our suppliers believe are reliable; however, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Website should be interpreted to state or imply that past results of any investment or policy are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEBSITE." "Understanding Wealth", "Final Gift" and "Executive Wealth Builder" are registered trademarks of Business Planning Group.