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Sophisticated, Unbiased Solutions.

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Betz Financial Advisory is an advisor-based life insurance consulting firm specializing in the design and implementation of advance planning strategies for high net worth families and successful business owners.

OUR FIRM

BFA is a life insurance General Agency with a consultative approach to advanced planning, plan design, underwriting and service after the sale.  We specialize in working with trusted advisors in financial planning, risk management, tax and legal planning to design and implement life insurance strategies for high-net-worth families and successful business owners.

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Image by Ashton Bingham
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SERVING OUR NATION'S CAPITAL

SEE HOW WE CAN HELP YOUR BUSINESS GROW AND THRIVE

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6406 Ivy Lane, Suite 220, Greenbelt MD 20770

Ph: 301.220.2100

team@betzfinancialadvisory.com

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© 2022 by Betz Financial Advisory, LLC

Securities offer through The Leaders Group, Inc., Member FINRA/SIPC.

26 West Dry Creek Circle, Littleton, CO 80120. 

 

Betz Financial Advisory, LLC is not affiliated with The Leaders Group, Inc.

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Check us out on FINRA BrokerCheck

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Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.

This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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