The Benefit Planning Group, Inc. is located in Durham, North Carolina.  We specialize in helping our clients reach their corporate goals by providing quality employee benefits to the members of their companies.  We also assist our individual clients with their financial needs through tailor-made financial plans.

 

Employers, associations, and insurance carriers
We design employee benefit plans & retirement plans for employers of all sizes.  Our work with insurance companies and associations enables us to customize employee benefit packages for niche markets such as physicians and their practices.

Individual client’s personal needs
Through our financial planning services, asset management, and an array of insurance products we assist individuals to meet their financial objectives.  Through our sister company, Reliance Financial Group, LLC, we also offer fee-based asset management.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Finally, It’s For Keeps

The 2006 Pension Protection made tax-free withdrawals from a 529 college savings plan permanent, possibly removing a potential source of uncertainty for families who are using 529 plans to help send their students to college.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

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