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Partners
Bijan Mohseni, CFP®, MBA David Townsend, CFP® (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:
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.
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