About Us

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.

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 reliable, but 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", "Executive Wealth Builder" and "Final Gift" are registered trademarks of Business Planning Group.