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 evaluating the best options for you and your business, we'll review the details together. Our discussions are laid-back, pressure-free and no judgement. Our goal is to understand your current retirement plan and identify your business's specific needs and goals.

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.