Business Investment Planning

BUSINESS INVESTMENT PLANNING (BIP) is a division of CAPVEST FINANCIAL GROUP.

Founded in 1999, BIP offers fee-only financial planning services to self-employed individuals, small-to-medium size businesses, and non-profit organizations. The services include:

• Retirement plan design / implementation. For individuals and organizations without a current retirement plan. Plans available: SEP, SIMPLE, Keogh, 403b, 401k (traditional, safe-harbor, individual, Roth).

• Retirement plan evaluation / consultation.  For organizations with a current retirement plan that need evaluation of plan features and on-going monitoring of plan investment options.

• Corporate investment planning. Investment of corporate financial assets earmarked for short-term (cash management) and long-term (capital growth) goals.

• Payroll investment plans. IRA and college savings (529 / Coverdell) plans made available to employees through payroll deduction.

• Financial education. On-site seminars and short courses covering selected financial life planning topics.

• Personal financial planning. The individual financial life planning services of CAPVEST FINANCIAL GROUP are offered at a discount fee schedule to participants in retirement plans implemented and / or advised by BIP.