As a holistic advisory firm, Bayntree Wealth Advisors will provide you with a comprehensive analysis of your current insurance needs. This includes understanding how Health Insurance, Medicare, Long Term Care and Life Insurance may fit into your overall retirement roadmap.
Proper insurance planning can also offset the longevity risk we all face. Our team will educate you on the different ways you may incorporate lifetime income into your financial plan…because without income there really is no retirement. We will create a tailored retirement and financial plan to determine whether one of these insurance solutions is right for you.