Insurance Planning

Personal insurance planning can be daunting. However, getting the right insurance coverage is a crucial part of financial planning. If you want to make sure you have the correct type and amount of life, disability, long-term care or property and casualty insurance, you should likely consider working closely with professionals to do so.

At Buffalo Financial, we offer personal insurance planning services that will help to secure your future and that of your family or small business. We’ll take the time to get to know you and your unique circumstances so we can make the best recommendations to ensure you and those you care about are protected.

Group of people sit and stand around a table

Insurance Services Offered at Buffalo Financial:

Life has a way of throwing a curveball at you sometimes. At Buffalo Financial we like to prepare for these life events. For many, the primary focus of insurance planning boils down to personal life, disability or long term care coverage. Whether you need a singular product or a insurance plan built. Our team of insurance experts can help you select the correct product with the proper insurance company.

  1. Universal, Whole, and Term Life Insurance
  2. Long Term Care Insurance
  3. Disability Insurance
  4. Property and Casualty Insurance
  5. Key Person Insurance
  6. Buy – Sell Agreements

Wealth Management Solutions Customized for You.

We offer a wide range of financial planning and investment management solutions for individuals, families and businesses.

Investment Management

Financial Planning

Insurance Planning

Business Planning

Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.