Jeffrey M. Owens, President; Alice Tang, Vice President; Jonathan M. Owens  (Left to right)

Our team at The Business Planning Group focuses on designing and funding succession plans and exit strategies to help business owners become financially independent from their company.

The Business Planning Group is a financial planning firm associated with Boston Partners Financial Group, LLC in Andover, MA; an independent firm affiliated with John Hancock Financial Network.

BPG in the News

Jeff featured in Portland Business Journal "People on the Move"

Alice interviewed on what to look for in a Financial Advisor

Alice named community model for Dress For Success Oregon

Jeff, Alice and Jon- 2011 Five Star Wealth Managers- Portland Monthly*

Jeff- Earns Achieving Client Excellence Award

JHFN Spotlight on Jeff

Alice- Profile of a Master Networker

Jeff- Portland Business Journal May 2010

Alice- WIFS News

*The FIVE STAR Award is a client services award issued by Crescendo Business Services, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or magazine.

Neither John Hancock Financial Network, Signator Investors Inc., nor its representatives provide tax or legals advice. Please consult your tax or legal professional for guidance.

Signator Investors, Inc. provides fee based advisory accounts and fee based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.