Insurance & Risk Management


Holistic Financial Planning includes understanding risk management and strategizing for unplanned events that can significantly impact the lives of our clients & their loved ones. We work on planning for your goals and reviewing your risk exposure. We examine your current insurance levels to make sure you are protected with:

Life Insurance


Long-Term Care Insurance


Disability Insurance


Independent insurance agents affiliated with Bane O’Leary LLC offer cost-effective solutions to help our clients address their personal situation. We do not have proprietary products to sell nor do we have quotas to fill. Instead, we work with an independent insurance broker to deliver objective advice and solutions that serve our clients’ best interests. If insurance is the right solution for your situation, we can provide options to help you meet your retirement goals.