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VerifiedFinancial Services· Founded 2011

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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HeadquartersWest Jordan, United StatesEmployees10(1 to 10)Annual revenue$10M to <$50MFounded year2011Websitebusinessplanninggroup.comLinkedIn profileLinkedIn

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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Top roles at Business Planning Group

3 distinct titles indexed · top 3 shown.

  • 3partner
  • 1office manager
  • 1owner

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