What are the opening hours?

Monday 9am - 6:30pm Tuesday 9am - 6:30pm Wednesday 9am - 5pm Thursday 9am - 6:30pm Friday 9am - 4pm

BPG Planning

We provide financial services to help you increase the value of your most precious asset, your TIME.

12/30/2025

As we close out 2025, we’re reflecting on what a year it has been. Our move to Main Street in Zelienople brought challenges—but also tremendous growth.

With the most significant changes now behind us, we’re heading into 2026 with renewed optimism.

We’re continuing to build our team, refine our space, and streamline our processes, always with our clients at the center of everything we do.

Your trust makes all of this possible, and we couldn’t be more grateful.

Here’s to a strong and inspiring 2026.

12/17/2025

Don’t Miss Key Year-End Deadlines

As 2025 comes to a close, financial deadlines, from contributions to distributions, can have a big impact on your future. Addressing them now ensures you’re not leaving opportunity on the table.

Here are a few to keep in mind:

• Dec. 31 — Final day to make 401(k) and most employer plan contributions
• Dec. 31 — Deadline for required minimum distributions (RMDs) if you’re age 73+
• Dec. 31 — Charitable contributions must be made to count toward 2025 taxes
• Dec. 31 — Last day to harvest tax losses or realize capital gains for 2025
• Apr. 15, 2026 — IRA and HSA contributions deadline for the 2025 tax year

At BPG, we help you stay organized and proactive so you can step into the new year with confidence—and more time to focus on what you love most.

Schedule your review or initial consultation at bpgplanning.com.

12/04/2025

Give with Intention

The end of the year is a powerful time to reflect on the causes and communities that matter most to you. Strategic charitable giving not only benefits those in need, it can also align with your financial goals.

Here are a few tips to consider:
• Set a giving budget so your generosity is purposeful and stress-free.
• Choose causes close to your heart to make your impact meaningful.
• Explore tax-efficient strategies such as donor-advised funds or gifting appreciated assets.
• Review deadlines for charitable contributions to ensure your gifts count for 2025.

We’re here to help you design a giving plan that maximizes both your impact and your time.

👉 Start planning at bpgplanning.com.

12/02/2025

Make the Holidays Merrier—Without the Stress

Holiday cheer shouldn’t come with financial regret in the new year. A few intentional spending habits—like setting a clear budget, shopping early, and focusing on meaningful experiences can keep you on track.

At BPG, we help clients manage their finances with the same mindset: thoughtful planning today creates more time, freedom, and joy tomorrow.

Read more about being "present" in one of my blogs at https://loom.ly/xV_Tat0!
bpgplanning.com

11/28/2025

Support Local. Strengthen Community.

Small Business Saturday is more than a shopping day. It’s a chance to invest in the heartbeat of Zelienople. When we support local businesses, we strengthen our community, preserve what makes it unique, and create more opportunities for connection.

As a local business ourselves, BPG is proud to call this community home and to walk alongside our neighbors in building intentional futures.

Learn more about us at bpgplanning.com.

11/25/2025

Time moves at the same pace for all of us—but how we experience it depends on how we choose to spend it.

As we head into Thanksgiving, we’re reminded to pause, reflect, and ask: “Did I spend my time this year in the way I intended?”
This season, we hope you find moments of gratitude with the people who matter most.

We look forward to seeing you in the new year and sharing more about our continued growth.

Wishing you a warm and joyful Thanksgiving from all of us at BPG Planning. 🦃

11/11/2025

🇺🇸 Honoring Those Who Served

On this Veteran’s Day, we pause to honor and thank the men and women who have served our country. Your dedication and sacrifice allow us all the freedom to live more fully, pursue our passions, and spend meaningful time with those we love.

From all of us at BPG Planning—thank you for your service.
Connect with us at bpgplanning.com!

11/06/2025

Supporting Small. Strengthening Community.

Since opening our office on Main Street, being part of the Zelienople community has meant so much to us. We believe in the goodness, grit, and heart of the small businesses that make this town special—and we want to see them continue to thrive.

We know many of these business owners personally and see firsthand how every purchase, every visit, and every recommendation truly makes a difference.

So, as a proud Main Street office, we’ve curated a Local Shopping Guide to help our clients (and neighbors!) support the incredible shops, restaurants, and services that surround us this season.

Shop small. Support local. Strengthen Zelienople.

11/05/2025

Join us at Miracle on Main in Zelienople on Thursday, December 4, 2025, to celebrate the season with community cheer and small-town magic. Learn more at https://loom.ly/vgD_TS8!

10/29/2025

The heart of a home is often where people gather, and Hearth and Home Furnishings makes those spaces unforgettable. From cozy fireplaces to beautiful patio sets, Megan and Nancy Murphy bring both design expertise and true care to every project.

For over 40 years, Hearth and Home has been serving our community with warmth, creativity, and a commitment to lasting projects. They don’t just sell products—they design, install, and service every project themselves, ensuring customers feel cared for from start to finish.

We’re proud to feature one of their fireplaces in our BPG Planning office, a daily reminder of the comfort and community they help create.

Learn more about Hearth and Home in this quarter’s newsletter at https://loom.ly/kLlKBgY.

10/22/2025

Step inside Haute Designs and you’ll find a showroom that feels like a dream. Owner Cindy Slayback brings not only stunning design expertise but also a true love for the Zelienople community.

Since opening on Main Street in 2021, Haute Designs has become known for turnkey services that make the design process seamless—from vision to contracting. Cindy’s passion is creating spaces that go beyond expectations while giving back to the community she calls home.

We’re proud to have Haute Designs’ beautiful touches throughout our BPG Planning office—all of our faucets are from their showroom.

Learn more about Cindy and Haute Designs in this quarter’s newsletter at https://loom.ly/kLlKBgY.

10/14/2025

Our Q4 Newsletter is here. Inside, we’re sharing business features, an insurance spotlight, key financial planning insights, and important dates to help you plan.

Every issue helps you stay organized, informed, and intentional in your financial life so you can spend less time managing details and more time doing what you love.

Read the full newsletter at https://tinyurl.com/kp4njj8k.

Address

1000 Brooktree Road, Suite 211
Wexford, PA
15090

Opening Hours

Monday	9am - 6:30pm
Tuesday	9am - 6:30pm
Wednesday	9am - 5pm
Thursday	9am - 6:30pm
Friday	9am - 4pm

Website

http://www.BPGplanning.com/

Alerts

Be the first to know and let us send you an email when BPG Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to BPG Planning:

Shortcuts

Want your business to be the top-listed Finance Company in Wexford?