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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Surprises
Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
When Markets React
When markets shift, experienced investors stick to their strategy.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?