Business Planning Group Employee Directory

Q: What is Business Planning Group known for?

Business Planning Group was founded in 2011. Business Planning Group operates in the Financial Services industry.

Q: How many employees does Business Planning Group have currently?

Business Planning Group has approximately 10 employees.

Financial ServicesUtah, United States2-10 Employees

Business Planning Group assists organizations and clients in understanding and implementing qualified plans, executive and employee benefit plans, enterprise risk management, and estate and legacy planning strategies. We help clients build personal wealth, attract and retain successful teams, and create a powerful impact into the future.

We personally work with all relevant parties to help them understand the potential rewards that are available when they take a proactive approach to their financial planning. Our services provide IRS compliant options that minimize tax impact while protecting and enhancing lifetime earnings.

Find Business Planning Group employees' phone numbers or email addresses

Business Planning Group Global Highlights

North America
13

United States Of America
13

Business Planning Group's Leadership

B. S.
Chief Marketing Officer And Partner
Mobile Phone
Email
S. H.
Partner
Mobile Phone
Email
E. R.
Partner
Mobile Phone
Email
T. H.
Owner
Mobile Phone
Email
S. L.
Partner
Mobile Phone
Email
E. R.
Partner
Mobile Phone
Email
K. S.
Office Manager
Mobile Phone
Email
A. P.
Sales
Mobile Phone
Email

Business Planning Group Employee Metrics

100%

50%

2026

2025

Banking
Program & Project Management
Accounting
Administrative
Analytics
Other

Contact profiles from Business Planning Group

Name

Title

Contact Info

Location

Last Update

S. H.
Partner
Mobile Phone
Email
United StatesUtah
Nov 11, 2025
E. R.
Partner
Mobile Phone
Email
United StatesUtah
Aug 11, 2025
T. H.
Owner
Mobile Phone
Email
United StatesOklahoma
Nov 19, 2025
B. S.
Chief Marketing Officer And Partner
Mobile Phone
Email
United StatesUtah
Jul 30, 2024
S. L.
Partner
Mobile Phone
Email
Aug 04, 2024
E. R.
Partner
Mobile Phone
Email
United StatesUtah
Nov 15, 2025
K. S.
Office Manager
Mobile Phone
Email
United StatesUtah
Jan 29, 2026
A. P.
Sales
Mobile Phone
Email
United StatesUtah
Jan 29, 2026
R. N.
Employee Benefits Consultant
Mobile Phone
Email
United StatesOklahoma
Oct 22, 2025

Frequently Asked Questions

What is Business Planning Group known for?

Business Planning Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 8787 South Redwood Road Suite 100 West Valley City, Utah 84088 United States; you can contact the main corporate office by phone at

+1-801-446-****

. Explore Business Planning Group's company overview page for more information.

What is Business Planning Group's most common email format?

Business Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Business Planning Group email formats with LeadIQ.

How many employees does Business Planning Group have currently?

Business Planning Group has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Business Planning Group's key employees and leadership?

As of February 2026, Business Planning Group's key employees include:

Chief Marketing Officer And Partner: B. S.
Partner: S. H.
Partner: E. R.
Owner: T. H.
Partner: S. L.

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