Helping You Avoid Financial Mistakes So You Can Enjoy Life!

Welcome to Business And Personal Benefit Planning Group, a full-service consulting group working with small businesses and individuals focusing on family wealth management and retirement planning.  Our team comprises of experience in the areas of  retirement planning, business planning, executive compensation, business succession and estate and asset planning.  We consider ourselves as a Family Wealth Office for our clients.  With our wealth of knowledge we can help protect out clients from financial distruction.  

All business owners, 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 Some are by design and some are by default (out of date).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:

  • Help you clarify and define your goals
  • Compare the price tag of your plan
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier


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.

If you have any questions, please call us at 203-530-6615  or email us at We will be happy to help. We look forward to talking with you.