Insurance Consulting

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.