Our Services

Solutions for Individuals & Families

Since our inception, we have been helping individuals and families accumulate and protect their wealth through our customized programs. These custom programs include one, some or all of the following (click on links for more information):

 

Business Solutions

The BHG provides solutions for businesses of all sizes and in a wide variety of industries. We are always available to speak to prospective clients on how we can help grow their businesses and reduce their expenses.  BHG offers the following services that will help business owners retain employees, reduce tax liabilities, and protect what they have built:

 

Retirement Solutions

At the Beverly Hills Group, we help clients accumulate, protect and maximize their retirement savings every step of the way.  If you are ready to open your first IRA, roll over that 401(k) from your old employer, or anything in between, we are here to offer our services and assistance.  Feel free to email or phone anytime.

Guaranteed Lifetime Withdrawal Benefits (Based on the claims paying ability of the issuing insurance company)