Successful personal finance is often about effective risk management. In your investment portfolio, the balance between risk and reward is what generates growth. However, risk management also includes protecting the financial wellbeing of you and your family. For that reason, insurance planning plays a critical role in any comprehensive financial plan.

Effective insurance planning encompasses much more than just your personal insurance needs. Insurance planning strategies can significantly reduce estate taxes, insure key employees in a business and create succession plans for an individual, family or organization. No matter the circumstance or situation, there is an insurance plan that can help you achieve your goals.

At Kolinsky Wealth Management, our 35 years of helping the people of Bergen, Orange, Rockland and Westchester counties with their insurance planning needs are a testament to our knowledge in the field. Our focus on life, disability and long term care insurance may help protect you, your loved ones, your income and your business.

Why Insurance Planning Matters

Insurance planning protects against both the inevitable and the unforeseen. They protect families from the financial consequences involved in the death of a loved one, as well as the estate from the overwhelming impact of taxes and assets from loss. Insurance planning strategies are an essential hedge against risks that are vital to any thorough, well-designed financial plan.

How We Can Help

Kolinsky Wealth Management is available to the communities of Bergen, Orange, Rockland and Westchester Counties to create effective insurance plans. Our knowledge and extensive knowledge in insurance planning give us a unique, insightful perspective into the insurance needs of our neighbors.

Our Experience

With experience in insurance planning that goes back three decades, we have accumulated a knowledge base and skill set that only come with time and practice. We have financial planning and insurance professionals on staff who customize plans for all of our client’s needs.

Our Commitment

Kolinsky Wealth Management strives to offer consistency and reliability to our clients. With decades of service to our communities, KWM is an ideal partner for your insurance planning needs.

Get in touch