John Brady, Founder and CEO of JGB Insurance Planning, Inc., who discusses his move from New York to Nashville, the importance of financial security planning, some of the trends and important things to consider with regards to life insurance, long term care, disability and critical illness insurance, and more.
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. We are about you! Listening to you and helping you understand how what you want can be realized. It’s not about agreeing to make you feel good, it’s about validating that you and your family or business are unique and have specific needs.
“Which coverage do I select?” This question is one of the most asked of me. Working together you will have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—if you’re single or in a family; a professional or a seasonal employee; an executive or small business owner—we will work together to design a customized plan.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Learn more: www.jgbinsuranceplanning.com