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 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 registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.