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As part of our commitment to providing our clients with the best and most comprehensive service possible, we have formed an alliance with global financial services leader Mass Mutual Financial Group. Mass Mutual provides a wide range of wealth management services. Our shared objective is to optimize client wealth management through strategic financial strategies, financial protection and asset accumulation products and services. 

Retirement Plan Services

Comprehensive and individually designed investment plans and solutions are the cornerstone of BRG’s approach to retirement planning. We give you access to the latest and most dynamic technologies and products to facilitate the best results for our clients. Key services include:

• Assisting companies with their 401(k)s and individuals with "Single k's"
• Assisting with Profit-Sharing Plans
• Providing Defined Benefit Plans, including 412(i) plans
• Facilitating Simple IRAs and SEP IRAs

We are committed to giving our clients access to objective guidance regarding retirement plan solutions. Proactive client communication and solutions-based consulting are the core competencies of this strategic partnership. Our primary goal is to make retirement plans comprehensive, compliant and robust by:

• Providing guidance and assistance in designing plan investment programs
• Enhancing the fiduciary review process
• Offering plan participants comprehensive education on retirement savings
• Decreasing the administrative burden from retirement plans

Business Planning Strategies

Some of the key areas of business planning strategies include:

• Succession planning
• Selective fringe benefits
• Key employee retention
• Overhead expense protection

Call BRG today to learn more about our Retirement Plan Services and Business Planning Strategies.