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

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

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