Skip to main content
Benefit Planning Group Insurance & Wealth Management Logo
menu
  • Home
  • About
    • Meet Tom Meyer
    • Our Process
    • Who We Serve
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Insurance Planning
    • Small Business Retirement Plans
  • Resources
    • Blog
    • Videos
    • Financial Calculators
    • Useful Links
  • LPL Account View
  • Book a Meeting

Blog

Tom Meyer | Jun 3, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
A mountain range
Tom Meyer | May 6, 2025

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial.
Read More
A person walking on stone steps on an outdoor pond.
Tom Meyer | May 6, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings
f you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.
Read More
A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Tom Meyer | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out?
Read More

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us

Benefit Planning Group Insurance & Wealth Management

Get in Touch

Phone/Text: (985) 214-2108
Fax: (504) 833-3435
Email: tom@benefitplanninggroup.net

Follow Us

Our Locations

Tennessee

110 19th Ave S #2607
Nashville, TN  37203
Phone: (985) 214-2108

Louisiana

2817 Athania Parkway
Metairie, LA 70002
Phone: (504) 833-3434

Our Services

Financial Planning
Retirement Planning
Investment Planning
Insurance Planning
Small Business Retirement Plans


Securities offered through LPL Financial, Member  Member FINRA / SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC, and Benefit Planning Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Form CRS


© 2025 Benefit Planning Group Insurance & Wealth Management All rights reserved.