The Business Planning Group, Inc.

The Business Planning Group, Inc. Tax qualified plans, 401(k), defined benefit, annuities, real estate / business succession planning, estate planning for tax professionals & individuals

The Business Planning Group assists accounting professionals and individuals with retirement planning, estate planning, business continuation, and tax reduction through the use of tax-qualified plans. We provide individualized case management, review, preparation, and administration services for individual retirement accounts, defined benefit plans, defined contributions plans, and more. Once you

have registered as a member of the Group, you will have access to our team of specialists. You will also receive our newsletter with updates on the services we offer. You are invited to learn more about us and join the Group by visiting our website at www.bpg-online.com.

07/15/2020

Tony Brooks, president of BPG, discusses the benefits Tax Professionals receive when partnering with BPG.

Do your clients feel saving for retirement is dicey? The uncertainty of today's financial climate can make clients feel ...
09/08/2015

Do your clients feel saving for retirement is dicey? The uncertainty of today's financial climate can make clients feel like saving for retirement is an impossible goal. As your client's trusted
advisor, you can offer them options that are exempt from stock market fluctuations. Start a ** free retirement analysis ** today for your clients to start them on the road to a great retirement! Download athttp://bpg-online.com/wp-content/uploads/2014/07/BPG-Fact-Finder-for-Retirement-Planning.pdf

Did your client receive a filing extension for 2014 taxes? Small business owners can save for retirement and reduce thei...
06/03/2015

Did your client receive a filing extension for 2014 taxes? Small business owners can save for retirement and reduce their taxes with an SEP IRA. BPG can customize an SEP, or other plan, to help improve your client's financial future.

Address

Waynesville, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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