The concept of "Targeted Solutions" is predicated on the fairly obvious fact that "one size does not fit all." This is especially true when it comes to financial strategies. So here at the Business Planning Group, we put our 20+ years of experience to work for you tailoring a solution that's crafted to the complexities of your business or personal financial situation.

We tap the resources of industry leading financial institutions to find the products that are the best fit for you. For more details about the financial strategies that we specialize in, just click on the links below, or use the menu system at the top of this page.

Capital Maximization / Premium Financing
Special Needs Trust
Supplemental Executive Retirement Plan (SERP)
Corporate Owned Life Insurance (COLI)
412(i) Retirement Plan
Controlled Executive Bonus
401(k) Mirror Voluntary Deferral Plan
Pension Maximization
Trust Planning
Charitable Planning
Family Limited Partnership
Controlled Cross Purchase
Cross Purchase Agreement
Stock Redemption Agreement
Key Person Insurance
Family Owned Business
Employee Stock Ownership Planning (ESOP)
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The Business Planning Group
3186 Eaglecrest Lane, Clinton WA 98236
Phone: 206-255-5700     Fax: 206-260-2721

At The Business Planning Group, Inc.™ (BPG) our focus is to provide our clients with strategic, knowledge-based consulting and advice. At times, we may also assist our clients with securities-related services. However, these services may only be provided to individuals residing in the states in which we are registered or permitted to conduct securities-related business. The information contained in this website is intended for use only by residents of these states or for individuals interested in BPG's financial planning and consulting services. By viewing our site, you are verifying that you meet one of those two criteria. Fee-based consulting and advisory services offered through The Business Planning Group, Inc.,™ an independently owned and operated Registered Investment Advisor (RIA), registered in the state of Washington.


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