Rick Bregger and Brandon Patrick formed a partnership in 2012 with a focus on Retirement Planning. Rick left a profound footprint in the retirement plan space after serving hundreds of employer groups over the course of his 35+ year career. He officially retired the beginning of 2023. The practice remains focused on both Business & Personal retirement solutions and continues to grow year over year. Employer sponsored retirement plans and retirement planning can seem overwhelming and complex, but B&P Retirement Solutions helps deliver effective strategies and solutions to simplify these complexities. Our team brings valuable knowledge and expertise which allows us to customize plans specific to the goals and objectives of our clients. We address common concerns with retirement plan Funds, Fees, and Fiduciary liability to bring confidence to the organizations we service. We also work closely with tax professionals to ensure that business owners are minimizing their tax liability and maximizing their net worth. For individuals and families, we undergo analysis, work to uncover specific income needs and goals, and help build an appropriate retirement income plan to bring comfort in what we consider to be "the longest vacation of your life."
B&P Retirement Solutions is part of an Elite Producer Group, is recognized as NLC (National Leaders Corp), and is a qualifying member of the Million Dollar Round Table.