Employee Benefits
We help you design and negotiate a comprehensive employee benefits plan.
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Compliance
Our expert team provides you with the resources and tools needed to stay ahead of the game.
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Administration
Our team acts as an extension of your HR department, managing employee benefits for your organization.
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“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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Emerging Market Opportunities
What are your options for investing in emerging markets?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Saving for College 101
Here’s a crash course on saving for college.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.