Find a financial advisor or a retirement specialist that knows planning. While developing a customized financial strategy we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Investment Knowledge Hub
Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Our mission is to help business owners and individuals hold on to their wealth, avoid paying more taxes than they should and avoid making financial mistakes that cost them time and money. We help them to pass on their businesses to the next generation so their families can enjoy the legacy they have built through hard work and sacrifice. We accomplish this through our commitment to helping educate the business person with updated knowledge, strategies and changes which affect their financial well being. We have assembled a team to be one of the best wealth management companies in the area.
Our planning also involves the support of other financial planning organizations that do not specialize in the areas which we do. We work with Strategic Partners to help them expand the planning of their clients. If you are a Property and Casualty Firm, a Benefit Firm, an Investment Firm, CPA, or Law Firm, we are excited to explain to you how we can help you with your client's problems and support your relationship with your client.
Business and Personal Benefit Planning Group
2514 Boston Post Rd C-2 Guilford, CT 06437
To Guilford Office:
Coming from South: Take I95 south to exit 56. Take left to route 1. Take right. Approximately 2 miles on the right (next to Maritime Grille). Enter Cedar Crest Condominiums. Bear to the right, our office is on the left 2-C. Plenty of parking
Coming From North: Take exit 57 from I95 North. Take right on to route 1. (you will see the Guilford Saab Dealership as you get off the exit). Follow route 1 for approximately 2 miles. Cedar Crest will be on the left-hand side. Take left into complex, bear right. Unit 2-C. If you go by Maritime Grill you have gone too far.
For more information please submit the following form, Thank You.
Our group specializes in designing financial plans for individuals and business owners. Many times in our recommendations we suggest insurance products to solve the financial liabilities of the plan. We are associated with several insurances and financial product vendors, and we are very well educated on these products. Quite often our clients ask us to be the purchasing agents for these products. If you are interested in the following products please contact us and mention the product of interest via this email. Thanks.
Life Insurance/Term Insurance
Disability Income/Group Disability
Health Insurance Individual/Group
Investments and Annuities
Funeral and VA Benefit Product