Business Planning Concepts, Inc., located at 10739 Deerwood Park Blvd., Suite 200-B in Jacksonville, FL, is an established local brokerage firm, actively serving the community since its inception in 1984. This Domestic for Profit company has become a notable player in the insurance brokerage industry, particularly in Jacksonville.
The firm is expertly managed by two key individuals, Nicklaus A. Trefry, who serves as the President, and Courtney M. Trefry, who holds the position of Vice President. Both principals are actively engaged in the company's operations, contributing their expertise to maintain the high standards Business Planning Concepts, Inc. is known for.
With a strong focus on employer benefits, especially in the medical and ancillary benefits sectors, Business Planning Concepts, Inc. has garnered a reputation for its in-depth understanding and expertise with local and regional employers. Their proficiency is particularly evident in the legal services industry, as exemplified by their top clients like Heard & Smith, a legal services provider based in Texas with over 90 participants. This demonstrates the firm's capability to handle complex benefit plans and deliver tailored solutions that meet the specific needs of their clients in various industries.
This office of Business Planning Concepts, Inc., with its deep-rooted experience and specialized focus, represents a reliable and knowledgeable partner for employers looking to navigate the complexities of employee benefits.