At Focus Planning Group, an insurance advisor serves as a key member of your wealth management team who will review your insurance portfolio in the context of your current needs, projected income, retirement plans and legacy intentions.
Insurance is coordinated with your overall wealth plan
At Focus Planning Group, your insurance advisor participates actively in the wealth planning process to ensure that your insurance portfolio properly reflects your needs and goals. Your insurance advisor will recommend solutions and strategies that complement your overall wealth plan. Specific services include portfolio review, carrier risk analysis and monitoring, custom-tailored solutions, and access to a comprehensive selection of insurance products.
Insurance solutions for your needs
Insurance offers more than risk management from unexpected events. Insurance solutions can help you at every stage of your financial life, whether your goals are wealth protection, liquidity creation, wealth accumulation or wealth transfer.
Our experienced insurance advisors create custom solutions for the following;
Wealth Transfer and Estate Plans
Disability Income Insurance
Advanced Planning Techniques
Long-Term Care Insurance
Calculate Your Needs
When purchasing life insurance, the question really isn’t how much you need, but how much capital your family will need at the time of your death.
Take 2 minutes to find out with this online calculator.
Work with Us
Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.