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
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?