Insurance Planning

You’ve spent a lifetime building wealth. Equally important is safeguarding and protecting those hard-earned assets in a way complements your overall financial planning goals.

We work with clients to determine their insurance risks and needs, review the fit of current policies within their broader financial plan, and determine if there are potential gaps in coverage or unnecessary premiums being paid. Area of guidance include: 

    • Life Insurance – Term or Permanent
    • Medicare
    • Disability Insurance
    • Property & Casualty Insurance
    • Home, Auto, Umbrella, etc
    • Long Term Care Insurance
    • Annuities

    Once a clients’ insurance risks and needs have been determined, FBG provides access to specialized insurance guidance and broad-ranging coverage options to help clients protect what matters- both now and as needs evolve. Our exclusive arrangement with a leading insurance broker allows our team to work hand-in-hand with clients to integrate coverage into their comprehensive financial plan.

    Latest Insights


    U.S. Property & Casualty Trends: Common Questions on Rising Homeowner and Auto Premiums

    Recently, Tom Kavanagh, a financial advisor at Wealthspire Advisors, sat down with Christina Kjaeroe and Heather Vinson, Personal Insurance Advisors…


    Laddering Life Insurance to Reduce Costs

    Life insurance is a powerful tool in wealth management with a long history dating back to Ancient Rome. Roman soldiers participated in “burial clubs,” in which members pooled resources to help pay…


    How Much Life Insurance Do I Need?

    The prospect of our inevitable journey to the pearly gates is a tough conversation to have in any context, let alone attaching a dollar amount to our existence. However…

    Discover how we can help you achieve your goals.

    Thank you for your interest in learning more about how we can partner with you. Schedule a no-cost meeting, and one of our wealth managers will reach out to start building a comprehensive plan that truly supports your goals.

    5 + 14 =