Bijan Mohseni
 
 

 

 

Partners

Bijan Mohseni, MBA, Qualified Plan Specialist

David Townsend, Financial Consultant

John Crippen, Financial Consultant

(Click on the name to review BIO)

 
 
The Business Planning Group of Florida provides comprehensive financial and retirement
planning services for new and existing businesses with a systematic process to further help
those clients with their individual retirement and insurance needs. Our consultants have many years of combined industry experience each focusing on specific areas of financial planning. From asset management to defined benefit plans, the Business Planning Group of Florida can
help you with your retirement and financial needs.
 
 
Our products and services include, but are not limited to the following:
  • 401(k), 412(e), and Defined Benefit Plans
  • Executive Bonus Plans
  • Key Person Plans
  • Salary Continuation Plans
  • Deferred Compensation Plans
  • Retirement Plans
  • Buy-Sell Funding
  • Group Benefit Plans
  • Individual Life and Disability Insurance
  • Individual Retirement Planning
 
  
 
Our team of Financial Professionals will work with you to help structure a new plan or analyze your existing plan for potential improvements. To learn more about our partners click on the associates tab to read their profile. 
 
 
 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

More Newsletters →