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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.
 
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FAMILY OWNED
AND OPERATED

Independent ownership with no proprietary products or preconceived agenda

Financial District

INTELLECTUAL
CAPITAL

Knowledge driven advice with imagination and creativity

Image by Cytonn Photography

CLIENT CENTRIC
PROCESS

Planning with a defined purpose with a reputation of caring

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"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

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"If you think it’s expensive to hire a professional, wait until you hire an amateur.”

 

RED ADAIR

OUR TEAM

Click for full bios

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MANAGING PRINCIPAL, GENERAL AGENT

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MANAGING DIRECTOR – PRIVATE WEALTH MANAGEMENT

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MANAGING DIRECTOR – PRIVATE WEALTH MANAGEMENT

MEDICAL DIRECTOR

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.

Image by Héctor J. Rivas
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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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