Helpful Information

Financial Planning

Financial Services That Help You And Your Business Grow
We understand that you and your job are inextricably linked. Whether you are working for a company as an employee, a manager, an executive, or you are the owner of your own company, you’re working hard to grow wealth for yourself and the company. As with most of us, your fortunes are tied to your ability to earn money and save wisely. This is particularly true for private business owners whose fortunes are typically tied up in their businesses.

Through our affiliate Benefit Consulting Group (BCG), we help can you capitalize on your earnings, maximize your benefits and unlock the value hidden inside your company. We help you make sense of the many wealth management options and provide innovative solutions to minimizing risks that could jeopardize your future.

BCG’s team of specialists in employee benefits, human resources, pension and retirement plan design and administration, and wealth management provide comprehensive financial services to individuals, corporation, municipalities and non-profit organizations.

BCG’s reputation for honesty, integrity and independence in representing its clients has earned BCG the trust of both individuals and businesses for:

Asset allocation modeling
Investment strategies
Fee-based asset management
Financial planning
Estate planning
Executive compensation plans
Business continuation plans
Life insurance audits and consulting

Get the Premier Advantage™!
BHL clients enjoy access to one of the most complete and sophisticated portfolios of products and services to help them control risk, manage their companies better through improved benefits and human resources, and build personal and business wealth. It also means they have access to tremendously comprehensive expert advice available only through the combined resources of Bailey, Haskell & LaLonde (BHL), Benefit Consulting Group (BCG), and Workplace Health Solutions (WHS).

If you don't see something
you're looking for, or have
any questions, please feel
free to call us.

(315) 474-1707

Oneida (315) 363-2100
Syracuse (315) 457-1830


	Oneida (315) 363-2100 Syracuse (315) 457-1830
	Home \| About \| Client Login \| Get a Quote \| Contact \| Careers \| Site Map