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Financial Planning

  •  Life and Health Insurance

  • Benefit Consulting Group (BCG) is a full-service investment advisory firm offering you highly customized and sophisticated financial advice, investment solutions and brokerage services to help you meet your financial goals and objectives.

  •  Education Planning
  •  Estate Planning
  •  Fee-based Planning
  •  Investment Planning
  •  Income Tax Planning

  • Financial Freedom Begins With Financial Planning
    You may be saving for retirement and consider yourself prudent and well prepared for the future. But without a sound financial plan, how do you really know if you will have enough money to live on in retirement and that you won’t outlive your money?

    BCG’s financial planning services are designed to help you get control over your finances. Our professionals review with you every aspect of your financial life including:
    • Budgeting
    • Tracking Spending
    • Managing Bank Accounts And Credit Card Balances
    • Saving For Retirement
    • Saving For Major Purchases
    • Paying Off Debt
    • Building An Emergency Fund
    • Building Or Rebuilding Your Credit Score
    We help you understand and organize all of the components of a sound financial plan and ensure that they mesh together seamlessly, eliminating wasteful overlap and needless expense—all of which lets you grow your assets more quickly and manage your finances more easily.
    • Full-Service Brokerage
    • Fee-Based Asset Management
    • Retirement Planning
    • Investment Research and Consulting
    • Fee-Based Planning
    • Investment Planning
    • Income Tax Planning
    • Education Planning
    • Estate Planning
    • Life Insurance Strategies
    • Disability Insurance
    • Long-Term Care
    • Charitable Giving
    • Personal Risk Review and Audit
    • Insurance and Risk Management
    • Health Insurance
    • Personal Auto, Home and Umbrella Insurance
    Being prepared for the future is common sense but putting it all together and staying on course can sometimes be easier said than done. That’s why so many individuals rely on BCG to design and build their financial plans.

    Not sure if you are on track to meet your financial goals? Contact a BCG dedicated financial planning specialist, supported by a team of investment and risk management experts, for a no obligation review of your current programs.

    If you don't see something
    you're looking for, or have
    any questions, please feel
    free to call us.

    Grace Ghezzi
    (315) 413-4460

    (315) 474-1707

    Contact an Advisor
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