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.
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
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
“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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.