Private Wealth
Insurance Planning
Affiliations & Credentials
You spent a lifetime building wealth. Equally important is protecting your hard-earned assets.
Once a client’s insurance needs have been identified, FBG provides access to specialized insurance guidance and a broad range of coverage options designed to help protect what matters most — both now and as circumstances evolve.
Our exclusive relationship with a leading insurance brokerage allows our team to work closely with clients to integrate coverage into their comprehensive financial plan.
A comprehensive plan should include the right amount coverage.
We help clients evaluate their insurance needs and risks, assess how existing coverage fits within their overall financial plan, and identify potential gaps in protection or unnecessary premiums.
Areas of guidance include:
- Life insurance –term or permanent
- Medicare and health insurance
- Disability insurance
- Property & casualty insurance (home, auto, umbrella, etc.)
- Long-term care insurance
- Annuities
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Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.