Business Benefits Planning Group

  • Retirement and Trust Planning, Wealth Management
1800 2nd St., Ste. 725
Sarasota, FL 34236
(941) 953-2086
Monday - Friday 8 AM - 5 PM
  • About

    Business Benefits Planning Group provides unique and innovative strategies that allow our clients to have tax-free lifetime income, as well as income in the case of injury or illness. We also provide protection from stock market losses with our exclusive portfolio allocation monitoring protection software. .

    There are only a select few advisers nationwide that know about these strategies, which is why we intentionally set up our firm to be different than all the rest.

    We are supported by a team of specialists which include benefits and HR, advance planning attorneys, retirement plan financing, investment committee and Chief Investment Officer, tax planning, Compliance Officer and administrative back office support.

  • Whom to Contact

    • Ms. June Braithwaite
      Executive Vice President
      1800 2nd St., Ste. 725
      Sarasota, FL 34236
      Phone: (941) 953-2086