Business Planning Group
Business Planning Group assists organizations and clients in understanding and implementing qualified plans, executive and employee benefit plans, enterprise risk management, and estate and legacy planning strategies. We help clients build personal wealth, attract and retain successful teams, and create a powerful impact into the future. We personally work with all relevant parties to help them understand the potential rewards that are available when they take a proactive approach to their financial planning. Our services provide IRS compliant options that minimize tax impact while protecting and enhancing lifetime earnings.
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Verified contacts
5
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
2
tools in use
Monthly traffic
19
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- ER
Edward Rieger
Partner · General Business & Management
EmailPhone - SH
Sean Henrie
Partner · General Business & Management
EmailPhone - TH
Tim Hendricks
Owner · General Business & Management
EmailPhone - KS
Kaitlyn Sorrell
Office Manager · Operations
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Business Planning Group
3 distinct titles indexed · top 3 shown.
- 3partner
- 1office manager
- 1owner
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