01.27.2022

The Financial Planning Association Partners with Bankers Healthcare Group to Provide Financial Solutions to Members

The Financial Planning Association Partners with Bankers Healthcare Group to Provide Financial Solutions to Members

Davie, FL – The Financial Planning Association® (FPA®), the primary membership organization for Certified Financial Planner™ professionals, provides networking, advocacy, educational, and financial programs to its diverse membership of financial planners across the country. This focus on bettering the careers of financial planners is one of the many reasons FPA is partnering with Bankers Healthcare Group (BHG) to offer strategic financial solutions for its members, including business loans, personal loans, and credit card services.

“As the leader in unsecured professional and personal financial solutions, BHG understands the important role financial planners play when it comes to planning and executing financial goals for themselves and their clients,” said Al Crawford, Co-Founder and CEO for BHG. “Given their unique and pivotal role skillset, financial planners deserve a partner that can offer services specific to their needs. BHG understands the realities financial planners face, and we look forward to serving and strengthening this community through our customized solutions.”

BHG’s portfolio of solutions includes:

  • Business loans to consolidate debt, improve cash flow, acquire an existing practice, start a new business, finance equipment or technology, and more.
  • Personal loan solutions for investments, major purchases, life events, and more.
  • SBA 7(a) loans for commercial debt consolidation, or costs associated with startup or acquisition, real estate, renovation, or expansion.
  • Credit cards designed for professionals that offer low rates, cash back, and elite rewards.

“It’s important for our members to have access to financial resources that allow them to grow their businesses and best serve their communities,” says Patrick D. Mahoney, FPA chief executive officer. “We are excited to work alongside BHG to offer our members business loans, personal loans, and other solutions to help simplify and build their practices, and in turn, help their clients reach their financial aspirations.” 

As part of this new partnership, FPA members will have access to a suite of BHG’s financial services, all of which can help grow their businesses as well as fuel any personal passion products. Members will have the ability to take out loans to consolidate debts, purchase needed technological upgrades, hire on new staff and more. Similarly, the addition of professional credit card services simplify business purchases with low rates, cash back and rewards.

About Bankers Healthcare Group  

BHG is transforming the financial industry, leveraging the power of data, analytics, and cutting-edge technology to become not only one of the best sources for high-performing loans, but the creator of one of the largest community bank loan and product networks in the country.

Since 2001, BHG has originated more than $9 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via a state-of-the-art loan delivery platform. Building on nearly two decades of innovation, BHG and its family of brands now offer a full suite of financial solutions that span business, consumer, and SBA 7(a) loans, credit cards, collection services, risk management services, and point-of-sale financing with a focus in patient lending.

With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 14 years running and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank, a Tennessee, Bank, Member FDIC, and has headquarters in Davie, FL, and Syracuse, NY. 

To learn more about BHG’s financial solutions, visit www.bankershealthcaregroup.com, and for more information about the BHG Bank Network, click here. Follow BHG on LinkedInFacebook, and Twitter.

About the Financial Planning Association

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org and on Twitter at twitter.com/fpassociation.

Accolades

Best Places to Work South Florida Business Journal
Great Place to Work Certified
American Banker Best Places to Work in Fintech 2021
Inc. Best Places to Work 2019
Best Places to Work in Financial Services and Insurance
Great Place to Work Certified 2020
CNY Business Journal Great Place to Work
Inc. Best Places to Work 2020 Honoree