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 Associates © All Rights Reserved. To ensure compliance with requirements imposed by the IRS, we inform you that any material and advice contained in this website are not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the state, local and Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter[s]. Please consult your own advisor for tax or legal advice. This material is written to support the promotion or marketing of the transaction(s) or matter(s) addressed by this material. Any policy or rider provisions mentioned in this website may have limitations and exclusions. Please see corresponding policy and illustration for those details. Birkenstein Financial Associates their distributors and their respective representatives do not provide tax, accounting or legal advice.