Your trusted insurance partner for a safer tomorrow.
At Benefit Planning Group, our mission is to help individuals and business owners achieve their financial goals by providing a comprehensive range of financial services and insurance products. With a strong commitment to personal and professional service, we strive to build long-lasting relationships with our clients, based on mutual trust and respect.
Our Firm
Benefit Planning Group is a full-service financial firm, dedicated to helping individuals and business owners achieve their financial aspirations. We offer a diverse range of financial products and insurance solutions, designed to address the unique needs of each client. Our firm is committed to providing sound financial guidance, information, and advice to help our clients make informed decisions about their financial futures.
Our Services
We offer a wide range of financial services and insurance products, including:
- Investment Advisory Services: Helping individuals and business owners manage their investments and achieve their long-term financial goals.
- Insurance Products: Providing individuals and business owners with a comprehensive range of insurance solutions, including life insurance, disability income insurance, and long-term care insurance.
- Estate Planning: Helping individuals and business owners create a plan for the distribution of their assets, ensuring that their wishes are carried out.
- Retirement Strategies: Offering individuals and business owners personalized retirement planning strategies, designed to help them achieve a secure and fulfilling retirement.
- Employee Benefit Plans: Providing businesses with a range of employee benefit plan options, including 401(k) plans, to help attract and retain top talent.
Our Associates
Our experienced and knowledgeable associates are dedicated to providing exceptional service to our clients. Our team includes:
- Patrick D. Taylor: President, with extensive experience in the financial services industry, Patrick is dedicated to helping individuals and business owners achieve their financial goals.
- Tom Meyer: Vice President and CRPC, Tom is a seasoned financial professional, with a strong background in investment and insurance services.
- Leonard Nelson: LPL Registered Representative, Leonard is a respected financial professional, with expertise in investment and insurance services.
- Ed d'Hemecourt: Investment Advisor Representative, Ed is a seasoned financial professional, with a strong background in investment and insurance services.
Our Qualifications
Our associates hold specialized certifications and designations, including:
- CLU: Leonard Nelson
- CRPC: Tom Meyer
- LPL Registered Representative: Leonard Nelson
- Investment Advisor Representative: Ed d'Hemecourt
Our Location
Benefit Planning Group is located at 2817 Athania Pkwy, Metairie, LA 70002-4958, and can be reached by phone at (504) 833-3434 or by email at pat@benefitplanninggroup.net, tom@benefitplanninggroup.net, lenny@benefitplanninggroup.net, or ed@benefitplanninggroup.net.
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