Insurance planning: A part of every comprehensive financial plan.
Insurance provides a sense of financial calm—protecting your health, wealth, and the people you care about most.
Protect your health by ensuring access to quality medical care without the burden of exorbitant costs.
Protect your income and maintain your lifestyle even when unexpected health challenges prevent you from working.
Protect your loved ones by providing them financial security and peace of mind during life’s most challenging moments.
Property & Casualty Insurance
Protect what’s yours, from your home to your car, ensuring you’re covered against life’s unforeseen events.
You won't be sold products or charged commissions.
You'll only receive unbiased advice.
Buying insurance can feel the same as purchasing a used car – pushy salespeople trying to make a commission rather than solve your needs.
That doesn’t happen here. At Facet, we don’t sell products or make commissions. We provide unbiased advice so you get the right coverage for your situation—at the best price.
Is your insurance in sync with your financial plan?
Facet partners with PolicyGenius for insurance solutions. Facet does not directly sell insurance, receive any fees or compensation from PolicyGenius, or any insurance carriers for any policy. Members will choose to implement any insurance-related advice including but not limited to: carriers, new policies, and/or changes to any existing policies.
The Facet difference.
You get answers to your toughest questions.
You get the right coverage.
Only what you need, nothing you don’t.
You receive the right price for you.
Save money on premiums.
(we don’t charge commissions)
How a Facet membership works.
With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model mean no commissions — ever.
1×1 support from a CFP® professional, backed by a team of experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.