Welcome to Benefit Planning Group
Benefit Planning Group is a New Orleans area based insurance and financial services firm that focuses on Investment Advisory Services, Insurance Products, Estate Planning, Retirement Strategies, and a full range of Employee Benefit Plans. Since 1984 our philosophy is to provide our clients with both personal and professional service.
Our mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients personalized asset analysis, allocation and investment service. It is for all these reasons that Benefit Planning Group is one of the most comprehensive insurance and financial services firms in the state.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or if you would like more information on our firm, please feel free to email us or call us at (504) 833-3434. We look forward to hearing from you.