Business: Group Disability Insurance.

Employers that provide Disability Insurance, often spend too much time on health insurance. Disability Insurance goes overlooked. We uncover common insurance company exclusions & procure significant cost reduction.



​​Personal: Life Insurance Planning​.

Sophisticated planning for high net worth families.

Two areas of focus:

Birkenstein Financial Associates is an Insurance Planning firm with two areas of focus:


As an independent insurance firm, we do not represent, nor do we have any obligation to, any one insurance carrier. Rather, we represent our clients, acting as their professional buyer to the marketplace. This independence allows us to provide the most competitive and tailor made products available.


 Birkenstein Financial

Call to schedule a consultation!      (847)-461-6553