business planning inc birmingham al

Elite Corporate Retirement Planning in Birmingham, AL & Across the Southeast

Partners in growth.

On September 2, 1974, the Employment Retirement Income Securities Act (ERISA) was passed; on Friday, September 13th, 1974 two men, Carlton Cook and Denk Weitnauer, established Business Planning, Inc. The two shunned Friday 13th superstitions and launched one of the earliest retirement plan consulting companies in the post-ERISA era. They saw the opportunity to provide a service to employers, employees, and their families that had been underrepresented before the passage of ERISA. From the outset, Carlton and Denk’s philosophy was to provide a full-service product by concentrating on the needs of small and family business owners and their employees.

Building The Best Strategy

Retirement security takes preparation. BPI can help you recognize which important factors to evaluate while making decisions regarding your company’s retirement plan, and put those plans into action to help provide the building blocks to participants that lead a successful retirement.

If you're ready to take the next step in setting up a retirement plan and planning for the future, fill out the form below. If you have questions or concerns, we are here to help. We'll connect you with a retirement plan specialist so you can get started right away.

Offering Your Business Real Benefits

BPI understands that proper business solutions do not come easy and that qualified, well-trained personnel are the key to success. Our professionals are continually focused on the needs of business owners and employees. It is the experience, focus, and integrity of our team members that create the quality service offering that our clients have come to expect.

Benefit Plan Solutions For Employees, Employers, & Businesses

BPI may manage a company's retirement plan on a full-service basis; our goal is to take the administrative burden of running a retirement plan off your shoulders and put it on ours. We also understand that one size does not fit all, and that businesses in similar industries may be at different phases of their life cycles.

Individuals

Corporate Retirement Planning

BPI is able to provide full-service administration of a company’s retirement plan – our goal is to take the administrative burden of operating a retirement plan off your shoulders and put it on ours. We also know that one size does not fit all and that even companies in similar industries may be in different stages of the company life cycle. That is why we talk to companies about different retirement plan options from a 401(k) to a Simple IRA or maybe a Non-Qualified retirement plan. The first step to any plan implementation is to get to know the client; BPI is focused on having multiple face-to-face conversations with the owner and executives in order fully comprehend the company’s needs and objectives. As a benefit to a potential client, BPI will provide a full review and independent evaluation of your current retirement plan. If after the evaluation BPI does not believe that we can improve the design or service of your plan, there is no cost to you.

Below are services offered to every BPI retirement plan client:

• Annual executive review meetings
• Multiple retirement plan options
• Employee meetings based on plan requirements and client request
• Daily valuation
• Full trust accounting of all contributions
• IRS 5500 filing
• IRS and Department of Labor compliance reviews
• Payroll uploads to investment companies
• Multiple investment fund choices
• Assistance with plan contribution uploads

Why Choose BPI For Your Retirement Plan Needs

Simply put – our goal is to help our clients succeed. BPI is committed to providing an employee benefit and administrative package that will create a positive working environment. A successful employee benefits program will empower the employees as they realize their company is assisting in securing their current and future financial needs. For owners and executives, success is a result of being able to concentrate on running a business rather than spending time on administrative responsibilities.

• We do business the traditional way – we get to know our clients and their needs and we work with you to make the best decisions for your business.
• We know your business because we are like your business – efficiently run and privately owned!
• We want to give you more time to run your business – BPI can handle all the administrative work related to your employee benefits.
• We make things easy on our clients – BPI’s one, close-knit office personally handles all of your requests.

Just as important as knowing our strengths, we know our limitations. BPI is not the best alternative for every situation, and we are not afraid to tell you. To reiterate – we want you to succeed even if that means BPI is not a part of the final solution.

Frequently Asked Questions

If you find your question about employee benefit consulting is not answered here please give us a call!

What sets Business Planning Inc apart?

At Business Planning Inc, we care about you and your family.  We are proud to offer personalized service and pay great attention to your needs. We represent employers and employees in their hunt for the best benefits for their needs.  Our company collaborates closely with its clients to understand their needs. 

Our primary responsibility is to the client. We work tirelessly to help clients be prepared for retirement . We are dedicated to helping you build the best possible plan for your employees and business. Call today to get started.

What kinds of coverage do you provide?

We are a business employee benefit consulting company that offers retirement planning, group insurance, and executive benefit consulting.

How can we contact you?

There are multiple ways to contact us at Business Planning Inc. You can call us at 205-824-8969 , you can email us at [email protected] , or you can fill out the contact form on our Contact Us page. Whichever method you choose you will be connected with a dedicated team member to discuss your employee benefit needs.

At Business Planning Inc, we care about you and your family.  Our corporate retirement planning is proud to offer personalized service and pay great attention to your needs. We represent employers and employees in their hunt for the best coverage for their needs.  Our corporate retirement planning team collaborates closely with its clients to understand their needs. 

Our primary responsibility is to the client. Our corporate retirement planning team works tirelessly to help clients receive the retirement planning assistance they need. Our corporate retirement planning team is dedicated to helping you build the best possible packages for your employees and business. Call today to get started.

2075 Columbiana Rd, Birmingham, AL, 35216, United States

205-824-8969

[email protected]

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Business Planning Inc

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Business Planning Inc On the Web

Business planning inc ..

Business Planning, Inc. provides third party administration services in Birmingham, AL. Contact us today to set up a small business retirement plan. 2075 Columbiana Road, Suite 1 Birmingham, AL 35216 Office phone: (205) 824 8969 Toll free: (800) 239 5135 Fax: (205) 824 8939.

Business Planning Inc - Birmingham - (205) 824-8969

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Wise Business Plan Writers in Birmingham, Alabama

Need a business plan writer in birmingham, alabama.

Birmingham, Alabama offers a vibrant business landscape with diverse industries and abundant opportunities. Notable areas include Downtown Birmingham, Uptown, Homewood, Mountain Brook, and Hoover. Downtown is the central business district, housing major corporations and professional service firms. Uptown features mixed-use developments with retail, dining, and entertainment. Homewood fosters entrepreneurship with a vibrant small business community. Mountain Brook offers upscale retail and professional services. Hoover is a growing hub with a range of industries including healthcare and technology.

Our experienced writers in Birmingham, Alabama can create tailored business plans that understand your industry, target market, and vision. Whether you’re starting a new venture or expanding an existing business, our writers can help you succeed in this dynamic business landscape.

• Experienced business plan writers in Birmingham, Alabama.
• Tailored business plan writing services to meet client needs.
• Extensive knowledge of Birmingham, Alabama business landscape

Schedule Your Business Plan Writing Consultation Today!

Our sample business plans.

Happy Wise Clients

Jeff did a fantastic job - he had a lot to live up to - my previous business plan for a franchise 19 years ago still resonates very hard shoes to follow, and he surpassed.

I'm getting super great feedback on my business plan! I'm very excited and grateful for everything you guys have done for me.

I encourage everyone to get this team as they are professional business plan writers and they'll surely be a big help to each and every one of us. Many thanks!!

I looked over the work and was impressed. Looks very nice. Thank your team for the professional and outstanding customer service.

You did amazing. I am thrilled, and grateful for the work that you put forth on my business plan. I'll definitely be back to you for any planning needs in the future.

I have to be honest you guys did a phenomenal job with this business plan the design and the numbers everything. I cannot wait to see what else you guys have to offer in order to get my business off the ground.

Get Your Free Proposal for Business Plan Writing Now!

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Frequently Asked Questions

Here are some frequently asked questions about business plan writers in Birmingham, Alabama along with short answers:

A business plan writer is a professional who specializes in creating comprehensive and customized business plans for entrepreneurs and small business owners.

A well-crafted business plan is essential for securing funding, attracting investors, and achieving business success. A business plan writer can help you create a plan that is tailored to your specific needs and goals.

When selecting a business plan writer, look for someone who has experience in your industry, possesses excellent writing and communication skills, and is committed to delivering high-quality work.

The timeline for creating a business plan can vary depending on the complexity of your business and the level of detail required. However, on average, it can take anywhere from a few weeks to a few months to create a comprehensive business plan.

The cost of hiring a business plan writer can vary depending on the level of experience and expertise of the writer, as well as the complexity of your business. However, a good business plan can be a worthwhile investment in the long run, helping you secure funding and achieve business success.

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You can expect personal service, creative, cost-effective, and strategic solutions for your business, and yourselves, including seniors and their families.

We have certified specialists in Elder Law, accredited Estate Planners, and Masters of Law in Taxation.

Our experience advising a broad range of businesses from creation, negotiation of business transactions, acquisitions and business succession planning means quality service to our business clients and key employees.

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As business lawyers and tax attorneys who represent businesses, including corporations, partnerships, limited liability companies, their owners and key employees with corporate tax issues, intellectual property rights, governance…

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Better Business Planning, Inc. is now a division of

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Small Business Tax Planning

As a small business owner, good tax planning and preparation habits can make or break the success of your operation. But between managing employees, reviewing marketing plans, and dealing with customers, finding the time for accounting and tax planning can be a challenge. Not to mention how overwhelming it can be to keep up with constantly changing tax laws and regulations.  That’s where we come in to help.

At DLHC LLC, our team of experienced tax advisors and CPAs is ready to handle all of your small business tax planning needs. From unique tax-saving strategies and custom tax plans to professional consultation and filing services, we’re here to work with you and make tax planning easy.

What is Small Business Tax Planning?

Good tax planning puts you in the best position to legally reduce your tax liability, and ensure a seamless, worry-free tax filing process later. Naturally, this brings up an important distinction between tax planning and tax preparation.

While tax preparation serves as a periodic service for gathering tax docs and filing your return, tax planning revolves around minimizing your tax liability and making the tax filing process as easy as possible.

Think of tax planning as forming a trusted partnership with a tax expert who vigilantly hunts for tax saving strategies year-round, while identifying issues and room for improvement within your existing accounting practices.

Small Business Tax Services We Offer

At DLHC, LLC, we offer a full range of tax planning and preparation services. With our small business tax planning services, we can help you:

• Find small business tax credits you didn’t know you were entitled to
• Reduce tax liability by maximizing asset depreciation
• Uncover tax-exempt investment opportunities to increase income
• Optimize your existing accounting and tax filing systems
• Translate complex financial data into useful, relevant information

Our related tax preparation services include:

Personal income tax return preparation

Schedule c tax form preparation, bookkeeping and write-up services, payroll and payroll tax preparation including w-2s and 1099s, sales and use tax return preparation, ad valorem tax return preparation, who should use a small business tax planning service.

If you’re a small business owner who’s looking to simplify their accounting and tax filing practices, while maximizing the amount of money you keep each tax season, then our tax planning services are perfect for you.

We help small businesses of all sizes with tax planning and preparation, including:

• Sole Proprietorship (Self Employed)
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