Scroll Down
Betz Financial Advisory 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.
FAMILY OWNED
AND OPERATED
Independent ownership with no proprietary products or preconceived agenda
INTELLECTUAL
CAPITAL
Knowledge driven advice with imagination and creativity
CLIENT CENTRIC
PROCESS
Planning with a defined purpose with a reputation of caring
"In this world, nothing can be said to be certain, except death and taxes”.
BENJAMIN FRANKLIN
OUR STRATEGIES & SOLUTIONS
Wealth Preservation & Estate Planning
Asset protection and multigenerational wealth transfer planning outside the transfer tax system
Tax Reduction
Planning
Tax efficient accumulation and distribution planning for high income earners, business owners and wealthy families
Corporate
Planning
Succession planning for a smooth transition and strategies to recruit, reward and retain key talent
Niche
Specialties
-
Private Placement Life and Annuities
-
Premium Finance
-
Foreign National and Non-US Citizens
-
Sports and Entertainment
"If you think it’s expensive to hire a professional, wait until you hire an amateur.”
RED ADAIR
OUR TEAM
Click for full bios
COMPREHENSIVE PROCESS
Advanced Planning
Collaboration across the full spectrum of the trusted advisor team to coordinate all aspects of personal financial, corporate, tax and legal planning objectives with personalized techniques.
Plan Design
Our independent ownership allows an unbiased, customized analysis to evaluate the economics of various insurance products and planning alternatives. Elements to consider include product and insurance company selection, efficient coverage amounts, premium funding duration and payment methods.
Underwriting
Our internal Medical Director and in-house Underwriter drive best in class underwriting decisions by creating an open market for the insurance carriers to compete for your client’s business.
Service
As a family-owned business, our multi-generational approach ensures ongoing continuity for our valued advisors and trusted clients. Proper planning requires a consistent review process to monitor the course of the entire financial plan.
