Our Firm

Benefits Consulting Group came to be in the early to mid 1990’s; it evolved from our financial planning and consulting work with corporate clients. During our yearly financial statement reviews we often saw how “employee benefit costs” continued to take an increasingly important place in our client conversations; this had become one of the largest fixed expenses in their business budget.  While we initially tried to marginalize and/or refer the Benefits portion of the business, it was not until we incorporated benefits analysis, design and implementation into our practice that we became a full service financial firm.

As a Financial Services Firm, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We will endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your particular goals. We firmly believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound, comprehensive financial information.

Finally, based on the pillars of integrity, experience and trust we aim to build an enduring relationship with you by providing objective advice and superior service.

OUR PRACTICE IS DRIVEN BY THESE 6 PRINCIPLES


  • CASH FLOW     
  • RISK CONTROL
  • DIVERSIFICATION
  • LIQUIDITY
  • TAX EFFICIENCY
  • TRANSPARENCY



Please call us if you have any questions about our firm or the range of financial services we provide. We have relationships with many old, well established financial services companies, so if there is a product or service we do not offer, we can refer you to a company that does.