Financial Planning

Our Financial Planners Can Help You Prepare For the Future

We understand that the future can be filled with many uncertainties. At B2 Insurance, we are dedicated to helping you take out the uncertainties of your financial future with our financial planning services.

Our financial planners are held to the highest ethical and educational standards to ensure you’re getting a solid plan for your future. Our financial planners understand the complexities of the changing financial climate and will help create a plan with you. No matter if you are just starting out or are near retirement, our team is happy to provide you with a comprehensive plan for your financial future.

When Should You Turn to Us for Financial Help?

Our financial planning company is dedicated to helping you set and reach your financial goals with ease. If you have recently experienced or have been a part of any of the life events listed below, it might be time to consider professional financial management.

  • You are in the middle of a big life change, such as getting married, starting a family, or getting divorced.
  • You’ve just landed your first real-world job and want to put together a basic budget.
  • You have just come into a large inheritance.
  • You are ready to retire.

These are just a few of the many scenarios where our financial planners could assist you and your family in making a step in the right direction.

Financial Planning FAQ

Getting started with personal financial planning or financial planning for your business can be overwhelming at first. To learn more about what you can expect from financial planning, please read through our most frequently asked questions below.

Black Q IconWhat are some key traits to look for in a financial planner?

Your financial planner should put your interests before their own, as they work for you. At B2 Insurance, it is our top priority is to ensure that you have the financial education to help make the best decisions.

Unlike other financial planning companies, we have direct relationships with the top investment companies across the US, which can help you streamline your financial planning. With our strong, passionate team on your side, you can feel confident that we are providing you with the best financial services for your needs.

Black Q IconHow often should my personal financial plan be updated?

Typically, your plan should be updated or reevaluated when there has been a major lifestyle change in your life. This can be events, such as: marriage, birth, divorce, or death.

If you have made any major financial changes, such as salary changes or if you have come into an inheritance, this should be a trigger that your financial plan should be adjusted accordingly.

As a general rule you should be meeting with your advisor 1-2 times per year to review progress or details of your financial plan. This will ensure that your plan is regularly updated with your most recent life changes.

Black Q IconWhy should I hire a financial planning company?

Seeking the help of a professional financial planner can ensure that your finances are managed to your exact needs.

Our financial planners have the expertise that can help you plan for your future in ways most of us may not have considered. Investing, planning for retirement, or starting savings for future goals are just a few of the many ways your financial planner can help you stretch your dollar further.

Most of us do not have adequate time managing our investments. A financial planner will be able to dedicate their time to analyzing your past and current finances to create the best plan for your needs.

In the case that you have come into an unexpected life event such as a major inheritance or illness, our financial planners can take the stress off of your shoulders and help you manage your finances.

Black Q IconWhat happens after I meet with my financial planner?

After your financial planner has created your plan, it’s time to put it into action! Your financial planner will go over your plan to ensure that you fully understand how the plan will affect your life.

Count on one team of experts to have complete financial security for your future.