About 0'Brien Planning Group

our firmCustom insurance solutions 
for businesses & individuals

At O’Brien Planning Group, we are dedicated to providing strategic life insurance solutions tailored to the unique needs of high net worth individuals and closely held business owners. Our mission is to enhance and protect our clients’ legacies by integrating life insurance into comprehensive income and estate tax planning strategies.

We partner with a broad network of top-tier carriers to ensure that each client receives the most suitable and competitive product available. By collaborating closely with trusted CPAs, attorneys, and investment advisors, we create cohesive, forward-thinking plans that align with our clients’ financial goals and family values.

Our approach to planning with you

Understand

We start by understanding your goals, values, and financial priorities.

Design

We develop tailored insurance and planning strategies to fit your unique needs.

Collaborate

We coordinate with your advisors to ensure a unified, strategic approach.

Implement

We deliver the right solutions and adapt as your goals evolve.

DedicatedSolutions Tailored To You

With integrity, expertise, and a commitment to excellence, we strive to deliver clarity and confidence in the complex world of wealth preservation and transfer.

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Understanding Your Estate

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing.
Use this helpful guide to review your estate strategy.