We help create the peace of mind that comes with financial security.
watch your savings grow
"My wife and I had a sum of money to invest. We have been working exclusively with Patti Riley and Tom Monohan at BCG for the last 6 years and we appreciate there consistent long term approach. Their advice has helped us capitalize on opportunities and prepare for the things that are important to our family."
Small Business Owner
Does your business have a retirement plan?
If the answer to that question is “no,” we’re here to help. We offer the expertise, experience and technology of a large company and the passion and personal touch of a small one. We’ll make sure you end up with a strategic, goal-oriented retirement plan tailor-made for your business, your organization, and your team.
What is the best type of retirement plan for my organization and its employees? BCG offers a wide variety of plan types—and the full complement of options. Work with BCG.
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BCG will work to grow your client base
"My clients are as happy as ever. With all the support and tools BCG puts at my disposal, I am able to offer my clients a full suite of retirement plan solutions and grow my retirement plan book of business."
BCG was the FIRST TPA firm in the country to receive an ISO 9001 registration for quality management.
Use BCG to achieve a thorough examination of any plan before you generate a proposal. We know the marketplace and what your current vendor can offer. Our complete assessment will help you optimize the service you receive.
We believe in and seek out synergistic opportunities that will expand our offerings, offer revenue enhancement or deliver savings. We’re ready to help others expand their business or navigate succession strategies. And we’ll perform these services with integrity. You can be confident when you make referrals to BCG.
Our founding partners were involved in the creation of what we all know as the 401k plan in conjunction with former President Richard Nixon. Thanks to their expertise, we can all benefit from the 401k plan, and the same expertise is available to you.