Bad Things Happen To Good People…
People have to insure against what can go wrong to gain the luxury to invest in what can go right.
The reality of this world is bad things happen to good people. We all face unique risks on a daily basis and in many cases also purchase different types of insurance products from many different outlets. The challenge is that when not coordinated properly, you may be paying for overlapping coverages or even worse creating gaps in your financial armor.
Beacon Point Advisors
The 6 Beacons of Balanced Protection
“We have identified the six core areas that could cause the most financial damage to our client’s lives if not properly managed. Like a lighthouse broadcasting a beacon of light in all directions, a balanced approach reduces coverage overlaps, better manage insurance costs and more importantly reduces hidden gaps and makes our clients’ money and assets more efficient over their lifetime.”
Clients who partner with our advisors develop plans to coordinate the six beacons to guide them through life like a Beacon in the pitch black.
Our Mission is to reduce the fear that you will outlive your money.
Beacon Point Insurance
We take great pride in our office, community and working with our amazing clients that partner with us. We are invested in our community, offer choices and provide a high level of service. You might be asking yourself “What does that all mean?” or “Aren’t you guys’ just insurance agents?” NOPE… It’s Bigger than Insurance!
Our WHY: Everything we do, we believe in breaking the industry norm, we believe in thinking differently, we believe in the ability to improve the world one smile at a time.
Our HOW: The way we break the industry norm, is by developing our process with balance, efficiencies, through risk management while walking alongside our clients with communication and education.
We all face many unique risks on a daily basis and in many cases purchase different types of financial products from many different outlets. The challenge is that when not coordinated properly, you may be paying for overlapping coverages or even worse creating gaps in your financial armor. We realized a few years back that no one was looking at all the products and advise holistically.