Banyan Financial Group
Financial Professionals in Palm Beach County
Risk Management - Life and Estate Planning - Long-Term Care Planning
14832 S Military Trail Delray Beach FL 33484 (561) 303-3938
BANYAN
FINANCIAL GROUP
Professional Financial Planners
Check the background of this financial professional on FINRA's BrokerCheck
14832 S Military Tr
Delray Beach FL 33484
561-303-3938
Located in the
Bed Bath and Beyond
Plaza
NE Corner of Atlantic Ave
and Military Trail
Email us to receive your Free Estate Planning
Notebook
Life Insurance
Life insurance offered as part of an Estate Plan. Depending on the stage of your life and family needs, we offer Term, Variable Universal Life, Buy-Sell agreements, Second-to-Die policies. Ask about life insurance that pays out to your beneficiaries like an annuity.
Risk Management
Part of what we do at Banyan Financial Group is help you protect what you've worked so hard to own. We offer Commercial and Personal lines of insurance including Homeowners with Scheduled Personal Property, and Personal Umbrella Insurance.
Legacy Planning
Legacy planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one, next of kin, or favorite charity after death. These affairs are usually planned and organized by a Financial Professional like the ones in our office.