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Welcome to 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 the 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.
Business Planning Group invites you to see the value of working with skilled professionals in pursuit of your organizational and financial goals.
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 Permanent Life Insurance. We don’t just work with CPA’s and Tax Advisors on tax-advantaged programming for clients; we train them on the product, the tax laws and rulings that support the product and how to file the annual tax forms with the IRS.