Risk Analysis and Insurance Planning


Bryant Financial Advisory performs insurance need analyses for life, health (medical, disability and long-term care) and property/casualty insurance to help clients effectively control general and specific risks.  This includes reviewing current policies and advising on the suitability, adequacy and quality of the coverage.  BFA also recommends insurance specialists who provide quality products suitable for managing our clients’ insurance risks.  In addition to recommending the most suitable product to meet our client’s needs, minimizing costs has significant weight in each recommendation. As a fee-only planner, BFA receives no product commissions and is, therefore, able to objectively recommend the products that best meet our clients’ needs.