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.

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Our Services Report

While developing a customized financial and insurance program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Our Firm Report

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a access to wide range of financial products and insurance to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

Our Qualifications Report

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Articles Report

We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Jason Calmes

Jan 29, 2021

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My whole family is with BPG and have been pleased for many years. Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice. Good location with off-street parking. Good communication, including reminders when it's been too long between visits.