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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

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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.

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