Bijan Mohseni
 

Partners

Bhola Aneja, Financial Consultant

Bijan Mohseni, MBA, Qualified Plan Specialist

Matthew Fresh, Financial Consultant

David Townsend, 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 client's with their individual retirement needs. Our consultants have over 25 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(i), and Defined Benefit Plans
  • Executive Bonus Plans
  • Key Person Plans
  • Salary Continuation Plans
  • Deferred Compensation Plans
  • Retirement Plans
  • Buy-Sell Funding
  • Group Benefit Plans
Our team of Financial Professionals will work with you to help structure a new plan or analyze your existing plan for potential improvements. To read more about each member of our group, be sure to click on the associates tab to read each associates profile
 
 
 
 
 
 
 
 
 
 
 
 
 
Learning Center
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  • Newsletters

    Newsletters

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  • E-Seminars

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  • Glossary

    Glossary

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

The Coming Retirement Boom

In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

More Newsletters →

Market Watch

May 14, 2008 @ 08:21 AM

Dow Jones Industrials 12,832.18- 44.13
Nasdaq Composite 2,495.12+ 6.63
S&P 500 1,403.04- 0.54
10 Year Treasury Note 3.79+ 0.02

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