
Business Planning Group
Business Description
Business Planning Group is a financial advisory firm serving families and businesses in West Jordan. It assists with pre- and post-retirement planning, estate transfer planning and considerations, and risk mitigation of retirement income invested in equity markets. The firm also helps businesses handle risks, tax mitigation, implementation of executive benefits, and the creation of tax-free retirement income. Business Planning Group is a sponsor of Continuing Professional Education and is registered with the National Association of State Boards of Accountancy.