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Insurance Services

An important element of a financial plan is protecting yourself, your family, and your property from unexpected events with proper insurance. At Bleakley Financial Group, our financial advisors will perform a risk analysis and make suitable recommendations for insurance that can help mitigate those risks.

What Is Insurance Planning?

Every financial plan should include an insurance planning element. Identifying your risks and purchasing insurance to help transfer those risks to a third-party carrier can make the difference between timely economic recovery and financial ruin. Our financial advisors specialize in individual life insurance, group life insurance, long term care planning, health insurance, and disability insurance.

The Insurance Planning Process

The first step in insurance planning is performing a comprehensive wealth management analysis. As part of this analysis, our life insurance advisors will help with the following:

  • Review your home and auto insurance policies to ensure the liability limits are sufficient to protect your assets.
  • Provide life insurance recommendations based on your income, family situation, and lifestyle.
  • Analyze personal insurance policies including health insurance and disability insurance.
  • Provide recommendations for business liability insurance if desired.

Our advisors can also help with Medicare insurance planning and health insurance savings accounts.

Work With Bleakley Financial Group

Is your life insurance policy sufficient to protect your family? The advisors at Bleakley Financial Group can evaluate your existing policies and make recommendations for new policies if necessary. Contact us today to set up an appointment.

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