Our services
Financial planning
Build a clear path toward your financial goals with personalized planning and expert guidance. From retirement planning to long-term security, explore the services below to learn more.
Retirement Planning
We believe life is more than a paycheck, and our mission is to help you build a financial strategy for retirement. We create retirement income plans that balance living expenses, Social Security, pensions, medical costs, and the unexpected. Our goal is to provide a roadmap for a secure and fulfilling retirement.
Asset Management
At Paul B. Fogarty, we help clients find proven investment solutions and create financial strategies that manage risk. Our goal is to help build family legacies, reduce taxes, and plan a secure retirement. We focus on preserving wealth and give each client a clear roadmap to reach their financial goals.
Annuity Reviews
Looking for retirement income or a tax-advantaged way to save effectively? We offer a range of annuity products tailored to your personal needs. Our professionals can review your current annuity, match options to your needs, and reinforce confidence in your retirement planning decisions.
(opens in a new tab)Complimentary Resource
Roadmap to Retirement
Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance. Press the button below or click on the guide to download your copy today.
More services
Insurance services
Protect what matters most with comprehensive insurance solutions tailored to your needs. We help you stay prepared for whatever comes next. Explore the services below to learn more.
Life Insurance
You care about your family. With our guidance, find the right life insurance to protect them, no matter what the future brings. Term coverage offers affordable protection for a set period, while permanent insurance provides lasting security with flexible options and potential cash value.
Long-Term Care
Long-term care insurance is designed to cover any services and support you may need over an extended period. It can help pay for in-home assistance, community-based services, or a care facility. Policies typically reimburse a daily amount to help with essential activities such as bathing, dressing, or eating.
Critical Illness
Critical illness insurance helps cover expenses that come with a serious medical diagnosis. It provides a tax-free lump-sum payment if you experience certain covered conditions. Many Americans now use this protection to supplement traditional health coverage or employer-provided benefits.
Health Insurance
No one plans to get sick or injured, but no one wants surprise health costs without proper coverage. Health insurance helps cover these costs, protects you from high unexpected bills, lowers the cost of in-network care, and includes free preventive services like vaccines, screenings, and checkups.
Disability Insurance
If you break your arm, accident insurance can provide a one-time cash payment to help cover treatment costs like co-pays. If the injury keeps you from working, short-term disability can replace part of your income. While different, both types of coverage can work together after a covered injury.
Business Owner Insurance
Your business is one of your most valuable investments. Protect it with comprehensive Business Owner's Insurance. Our customized coverage solutions help safeguard your property, operations, and reputation so you can focus on growing your business with confidence.
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Get a complimentary consultation
Ready to take the next step toward confident coverage? Click the button below to schedule your complimentary consultation and get personalized guidance tailored to your needs.