At B&P Retirement Solutions we deliver effective strategies for both plan sponsors and individuals so that confidence can be found when a proper plan is put in place. Our team brings exceptional service, value, knowledge, expertise, trust, integrity, and peace of mind to thousands of clients across the country. B&P Retirement Solutions works in conjunction with CPAs, payroll providers, insurance organizations, and other trusted professionals to streamline processes which lead to more productive outcomes. Our relationships with knowledgeable, cost effective, Third Party Administrators helps set us apart. The right TPA can assist to pinpoint appropriate plan designs for plan sponsors and create efficiencies with the retirement plans we oversee. The primary goals for all of our clients at B&P Retirement Solutions are:
1) Minimize tax consequences while maximizing net worth
2) Address concerns surrounding fees, funds, and fiduciary liability
3) Reduce the work load and responsibilities of clients we serve
4) Develop a plan that brings confidence and enhances retirement readiness
We take pride in doing what is best for our clients. Contact us today to discover how we can provide value to your retirement plan.
Business and Personal retirement solutions designed to keep you on a successful path.
We don’t just provide financial strategies. We draw from our team's experience, training and knowledge of financial products and services to offer guidance that helps our clients achieve their most important goals.