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Helping Build a Better Business

Based in Sarasota, FL, Business Benefits Planning Group assists companies, business owners, professionals and organizations in understanding and implementing tax-advantaged benefit plans that can help retain and recruit talent and build personal wealth to support a successful team for your organization.

We are supported by a team of specialists which include Benefits and HR, Advance Planning Attorneys, Retirement Plan Financing, WealthGuard™ Retirement Plan Protection, Investment Committee and Chief Investment Officer, Tax Planning, Compliance Officer and Administrative Back Office Support.

Business Benefits Planning Group operates under a Fiduciary Standard. A Fiduciary Relationship Is Viewed As The Highest Standard Of Advice Available Under Law.

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