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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

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

Impact of Inflation

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

More Newsletters →