Insurance solutions for
complex planning needs.

About OPG

what we do"integrating Insurance into
wealth & tax strategies"

how we helpSolutions designed to
reduce complexity in planning

O’Brien Planning Group offers comprehensive financial and insurance planning services tailored to both businesses and individuals. From personalized life insurance strategies to complex solutions like captive insurance, we help clients identify policies that best fit their unique needs. Our expertise extends to custom estate and retirement planning, delivering advanced strategies for high-net-worth individuals and closely held businesses to achieve long-term financial goals. 

our solutionsYour goals. our solutions.
one powerful plan.


01Life Insurance

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


02Estate Planning

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


03Retirement Planning

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


04Employee Benefits

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

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05Captive Insurance

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

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A team dedicated<br/><strong>to Your success</strong>

A team dedicated
to Your success

With over 2 decades of experience, we support businesses in implementing innovative financial solutions, including employee benefits administration designed to align with organizational goals. Whether you're focused on preserving wealth, transferring assets efficiently, or growing your business, O’Brien Planning Group provides the strategic insight and personalized guidance to help you succeed.

Do more of
what you love

Understand

We begin by listening closely to your goals, values, and financial objectives—whether personal or business-related—to gain a full picture of your needs.

Design

Using our deep expertise in insurance, estate, and retirement planning, we craft customized solutions that align with your legacy goals, business interests, and long-term financial plans.

Collaborate

We work in partnership with your CPAs, attorneys, and investment advisors to ensure every element of your plan is integrated, cohesive, and strategically sound.

Implement

Leveraging our broad network of top-tier carriers and over 20 years of experience, we deliver competitive solutions and provide ongoing support as your needs and goals evolve.


Our company has been working with Seamus for over 10 years now and have had a fantastic relationship. Not only has Seamus been invaluable in establishing different financial plans and insurance programs for our business he has been a resource that we have discussing various financial options. Most of all he is not just our adviser he is our friend!

- Gerard Petri & Joseph Panico
Executive Partners, Phase 1 Group


Our company has worked with Seamus O’Brien for years and the service he provides is impeccable. Being in business for 50 years this year ,it is rare to find a company as knowledgeable as Mr. O’Brien’s. His financial advice has saved our company money throughout the years we have been working with him. And I would recommend him to anyone that wants sound, intelligent financial advice for their new or existing company. He is pleasant, prompt and above all knowledgeable about the needs and concerns of running a business in today’s environment. We all work hard, but if you want to have that hard earned money work for you, Give O’Brien Planning Group a try, it will be the best phone call you ever make.

- Frank J. Recco
President, Recco Home Care Service, Inc.


I came to Seamus with multiple objectives with a budget that others said could only meet one of my objectives. Seamus brought a unique insurance planning approach to the table with out of the box thinking that met both of my objectives and exceeded my expectations. On top of that, he made the process easy for me to understand and participate in. Seamus is a pleasure to work with and I would recommend him to anyone looking for a good advocate to help them optimize their financial planning.

- Mark Greengrass
Founder/COO, Onwrd Partners


Seamus and his firm were recommended to me after multiple insurance professionals had reviewed my policies and determined there was no savings to be found. Seamus restructured my insurance portfolio maintaining identical coverage at a 50% cost savings. I highly recommend his firm for working tirelessly to find solutions in the insurance world.

- Eli Wilner & Company
Master Framers

Contact OPGwe want to hear
from you

Looking for thoughtful insurance, estate, retirement, and employee benefit solutions to help you preserve wealth, plan for the future, and reach your financial goals?

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