Services

Areas of Expertise

risk management graphic
Services

Risk Management

At Bleakley, insurance planning is typically part of the bigger picture. As an independent firm with no core affiliation, we sit on the same side of the table with you to personally identify and address your risk management needs and can then recommend appropriate products that better fit your circumstances.

We also take a coordinated approach to help ensure your risk management planning work in conjunction with the various other elements of your overall comprehensive financial plan.

These risk management services include:

  • Life Disability
  • Long Term Care
  • Deferred Compensation
  • Fixed Annuities
  • Insurance Alternatives
  • Group Life
  • Disability Property & Casualty Audits
  • & more

Want to learn more about protecting your assets?