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BP Consulting Group INC
  Employer Benefit Consulting, Investment Management, and Personal Financial Planning Services (Fee-Based Services Only)  
  Employee Benefit Consulting:

   - Benefit Plan Review and Assessment
   - Competitive Analysis
   - Fiduciary Education
   - Request for Proposal (RFP) Coordination
   - Contract Negotiation Support
   - Employee Education Seminars
   - Customized Enrollment Plans
 
Investment Management:

   - Portfolio Evaluation Analysis
   - Investment Policy Statements
   - Fiduciary Education
   - Manager Searches
   - Institutional Direct Brokerage
   - Asset Allocation Studies
   - Transition Management		 Personal Financial Planning Services:

   - Specific Objective or Comprehensive Financial
     Plan
   - Access to Third Party Management
   - Wide Array of Mutual Funds
   - Investment Portfolio Evaluation
   - Tax Deferral Strategies
   - Estate Conservation Planning
   - Customized Enrollment Plans
   - Charitable Gift Planning
   - Out-placement Financial Counseling

 

  
 


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Broker Dealer Disclosure/IA Disclosure: Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638, a Registered Broker/Dealer and Investment Advisor. Investment Advisor Representative of, and offers Securities and Investment Advisory Services through, Woodbury Financial Services, Inc. Member FINRA/SIPC. Woodbury Financial Services, Inc. and Benefits Plus Consulting Group, Inc. are not affiliated entities.

 

  
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