Employee Benefits
We help you design and negotiate a comprehensive employee benefits plan.
Learn More
Compliance
Our expert team provides you with the resources and tools needed to stay ahead of the game.
Learn More
Administration
Our team acts as an extension of your HR department, managing employee benefits for your organization.
Learn MoreTestimonials
“You and your team are amazing”
– Marie
“Always great to have you a part of our extended team”
– Luke
“Super appreciative of your support”
– Mark
“Greatly appreciate the due diligence and time sensitive efforts”
– Chirag
“I am so grateful for you ”
– Susan
“Beyond grateful with the quick turn around”
– Angela
“I love how prompt you all are”
– Mike
“Lucky to have you helping us out with our benefits/401k”
– Mike B.
“You are my hero”
– Tara
“You have been terrific”
– Christine
“You are a miracle worker”
– Colin
“You and your team are fantastic”
– Gayle
“Dream Team!”
– Rita
“I love working with BPG”
– Whitney
“You are always so helpful”
– Jamie
“You're awesome!”
– Mary
“You're a life-saver”
– Ben
“You're awesome ”
– Parul
“You all are so efficient! I appreciate all of the work”
– Brittany
“Thank you for going above and beyond. Service with a smile!”
– Krissy
“You all are wonderful ”
– Donna
“Such a wonderful, dedicated and always got your back group of professionals”
– Mary
“You have the best team around, always on top of their game”
– Mike
“Exceptional customer service”
– Donna
Helpful Content
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
View all articles 
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.