Part 1 — Plan Comparison
We believe trust is earned.We begin the process with a Plan Comparison. This will give you an apples-to-apples comparison of what you have currently -vs- other options available.
Establish your needs, goals, and values.After assessing and systemizing the best outcomes for you and your business, let’s go over the material together. Our conversations are laid-back, no pressure and no judgement. We want to understand where you’re at with your retirement plan and identify your wants/needs for the business.Part 2 — Review
Part 3 — Take Action
Strive for a better outcome.Once we have reviewed the pros and cons of different retirement planning options, YOU make the final decision. If any of the options are compelling enough to move forward, BGRP will then take action and begin the implementation process of your new retirement plan.