At Bleakley, insurance planning is typically part of the bigger picture. As an independent firm, we sit on the same side of the table with you to identify and address your risk management needs and can then recommend appropriate products that better fit your circumstances.
We also take a coordinated approach to ensure your risk management planning work in conjunction with the various other elements of your overall comprehensive financial plan.
These risk management services include:
Life • Disability • Long Term Care
Business By-Sell • Overhead • Buyout Insurance
Split Dollar • Deferred Compensation • Key Person
Fixed Annuities • Insurance Alternatives
Group Life & Disability • Property & Casualty Audits
Insurance products and services are offered through various insurance providers. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC, a registered investment adviser.
