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Benefit Planning Group
Benefit Planning Group is a reputable insurance and financial services firm based in Metairie, LA, serving the New Orleans area. With over 35 years of experience, they specialize in providing investment advisory services, insurance products, estate planning, retirement strategies, and a comprehensive range of employee benefit plans. Committed to creating and maintaining wealth for their clients, they prioritize personal and professional service, building relationships based on trust, competent advice, communication, and prompt service. Benefit Planning Group's mission is to assist clients in setting and achieving their financial goals through effective asset management. They offer a wide variety of insurance options, including annuity, long-term care, group health, life, individual health, and disability income insurance. Additionally, they provide 401(k) information and access to client accounts, ensuring transparency and convenience. With a team of experienced associates, including Lenny Nelson CLU, Patrick Taylor, Tom Meyer CRPC, and Ed d'Hemecourt, Benefit Planning Group is dedicated to helping clients navigate the complexities of financial planning and secure their financial future.Generated from the website
