Business Planning Group

business planning group assists owners and organizations in understanding and implementing executive and employee benefit plans, deferred compensation plans, qualified retirement plans, premium financing programs and captive insurance programs that will help you build personal wealth and a successful team for your organization. we personally work with organizations, owners and executives to help them understand the potential rewards that are available when they take a proactive approach to their financial planning. we assist clients and their tax advisers to gain a better understanding of the irs compliant executive wealth builder plan, enabling them to mitigate current income taxes, protect lifetime earnings and receive tax-free distributions.