Independent Insurance and Financial Services

Group Health
Group Benefits

Whether you are a small business with 2 employees or large business with 500+ employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees.

Individual Life Insurance
Life Insurance

If you are seeking life insurance that will protect your spouse, children, or business partner, we are here to educate you on all the life insurance products and make this an easy process for you.

Home & Auto Insurance
Home & Auto Insurance

Home owner or landlord, we’re here to help you get insurance that protects your home when it matters.
We offer comprehensive coverage, applying to many types of damage and many causes of loss or damage (subject to exclusions).

Business Insurance
Business Insurance

We partner with you to create the right insurance solution to protect your business needs.

Our full-service brokerage consults across industry segments, insurers and product lines to provide you with market-lead

Financial Planning
Financial Planning

Financial planning is an ongoing process that will reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement. Financial planning is important because it allows you to make the most of your assets, and helps ensure you meet your future goals.

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Exceptional Service Since 2008


We work closely with our clients to tailor each of their policies to ensure that there are no gaps in protection.  

Whether it is health, dental, vision, auto, home, or life, we will assist you with navigating the individual insurance marketplace.


We provide a range of comprehensive business insurance solutions to a wide range of businesses nationwide.

Our experienced and knowledgeable staff will evaluate your insurance needs, explore available options, and match insurance solutions to your business needs.

Beach Financial Group is a leading provider of insurance and financial solutions for individuals, expats, foreign and US businesses.