Retirement & Estate Planning, Captive Insurance, Personal & Business Insurance

Helping Businesses
Innovate And Grow

Over 20 years of experience helping businesses implement comprehensive financial solutions

Maximizing your estate and legacy planning options to ensure a favorable transfer of wealth and assets to beneficiaries or heirs

From personal life insurance to captive insurance, we can advise you on a policy best suited to your specific situation

Extensive estate and retirement planning concepts based on achievement goals of high net worth individuals and closely held businesses

We’ll help you find the plan that is right for your employees and your organization’s bottom line

O’Brien Planning Group can help you protect your company financially, while offering you more control over how you are insured. Read more...

O’Brien Planning Group offers a full range of benefit plans including self-insured and traditional fully insured options. Read more...

O’Brien Planning Group can provide expert guidance in all areas of estate planning, from simple wills to complex asset administration. Read more...

At O’Brien Planning Group, we work to insure our clients always receive the best possible product at the best possible price. Read more...

Even with today’s challenges, O’Brien Planning Group can help you create a retirement strategy to ensure a comfortable retirement
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