Insurance Planning
Insurance Planning Services
Helping You Make Informed Insurance Decisions
Insurance is an important part of a comprehensive financial plan. At Flintridge Private Wealth, we provide objective insurance planning guidance to help you evaluate your coverage needs as part of your overall financial strategy. We do not sell insurance products or recommend fixed insurance or fixed annuities through our advisory practice.
Forbes Best-In-State Wealth Advisor
2024, 2025, 2026
Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.
Five Star Wealth Manager
2025, 2026
Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.
#3 on Barron's as Top 100 RIA Firms
2025
Barron’s rankings awarded in September 2025 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
#8 on Forbes as America’s Top RIA Firms
2025
Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
Flintridge Private Wealth is a fee-only fiduciary advisory firm.
Insurance Planning
Protection that complements your financial plan.
Insurance should support your overall financial strategy—not exist separately from it.
We take a comprehensive approach to insurance planning by reviewing how your existing coverage fits alongside your investments, retirement planning, tax strategy, and estate plan. Our role is to help you identify potential gaps, understand how insurance supports your financial goals, and make informed decisions as part of your overall planning process. Flintridge Private Wealth does not provide recommendations regarding fixed insurance or fixed annuity products as part of its advisory services.
Here's How We Help Protect What Matters Most
1. Understand Your Protection Needs
Every family and financial situation is different. We begin by reviewing your income, assets, family responsibilities, liabilities, and long-term goals to identify where insurance may play a role in supporting your overall financial plan.
2. Review Your Existing Coverage
As life changes, your insurance needs often change as well. We review your existing life, disability, long-term care, and other insurance coverage to determine how it aligns with your current financial objectives.
3. Help You Understand Your Options
Insurance policies can be difficult to understand. We help you interpret your existing coverage and explain how it fits within your broader financial plan, giving you greater clarity as you evaluate your options.
4. Coordinate Insurance With Your Financial Plan
Insurance is only one part of your financial life. We help ensure your existing coverage is considered alongside your investment strategy, retirement planning, tax strategy, and estate planning so your overall plan remains coordinated.
5. Review Your Plan as Life Changes
Your financial plan evolves over time, and your insurance needs may evolve with it. As your family, career, or retirement goals change, we revisit your planning strategy to help ensure your overall financial plan continues to reflect your current circumstances.
Cybersecurity & Account Protection
Helping safeguard your financial life.
Protecting your wealth goes beyond investments and financial planning. Through our relationship with NewEdge Advisors, Flintridge Private Wealth supports multiple layers of cybersecurity and account protection designed to help safeguard your personal and financial information.
Enhanced Cyber & Fraud Protection
Clients benefit from enterprise-level cybersecurity measures and fraud prevention protocols designed to help reduce the risk of unauthorized account activity, cyber threats, and social engineering scams.
Identity Theft Protection
Additional identity protection resources may include monitoring services, fraud alerts, and recovery assistance to help address potential identity theft concerns.
Protection Against Social Engineering Fraud
Cyber threats continue to evolve. Security protocols and account safeguards are designed to help reduce the risk of phishing attacks, fraudulent wire transfer requests, and other social engineering attempts.
Breach Response & Recovery Support
In the event of a cybersecurity incident, professional resources are available to help guide the response process and support recovery efforts.
Enterprise-Level Security
Through NewEdge Advisors, client information is supported by multiple layers of security, including encryption, multi-factor authentication, continuous monitoring, and other advanced cybersecurity technologies designed to help protect sensitive financial information.
The Planning Process
Strategic protection every step of the way.
Step 1: Coverage & Risk Review
We begin by reviewing your existing insurance coverage, financial structure, and overall risk exposure. This helps us understand how your current policies fit within your broader financial plan and identify areas that may warrant further evaluation.
Step 2: Integrate With Your Financial Plan
Next, we incorporate your existing insurance coverage into your overall financial plan, ensuring it is considered alongside your investment strategy, retirement planning, tax planning, and estate planning. When appropriate, we may recommend that you consult with a qualified insurance professional regarding coverage decisions. Flintridge Private Wealth does not provide recommendations regarding fixed insurance or fixed annuity products as part of its advisory services.
Step 3: Ongoing Planning & Reviews
As your life changes, your financial plan evolves as well. During our regular reviews, we revisit how your insurance coverage supports your overall planning objectives and discuss whether changes in your circumstances may warrant an updated review with your insurance professional.
Office Location
Visit Our Pasadena Office
Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.
Pasadena Office
Flintridge Private Wealth
251 South Lake Avenue
Suite 800
Pasadena, CA 91101
Mon - Fri: 9:00 AM to 5:00 PM
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
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