Welcome to Business And Personal Benefit Planning Group, a full-service consulting group working with small businesses and individuals in the areas of, retirement planning, business planning, executive compensation, business succession, and estate and asset planning.
All businessowners, executives, and individuals have financial plans. Some are by design, and some are by default (out of date). Each plan has a price tag. Our job is to show you the price tag of your plan, and compare alternative plans and price tags. In this way our clients can keep more of their wealth and enjoy life to its fullest!
As personal financial professional consultants, we can:
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.