Who We Are

The Bettencourt legacy is inspiring for both individuals and families. We're a team dedicated to offering powerful, simple solutions.

Powerful Simple Solutions

"Before everything else, getting ready is the secret of success." - Henry Ford

We offer a variety of custom strategies and there's no case too large or too small. The right insurance solution creates generational impact for your loved ones, and offers the power to change your business and community.

WHAT WE DO

We partner with you to build a lasting legacy

Small Case Designs

Various Ownerships
Little to No Collateral
Income and Asset Protection

Large Case Designs

Maximize Wealth Transfer
Generational Wealth
Maximize Income Potential

Business Strategies

Executive Compensation
Buy / Sell Agreements
Minimize Risk

46+

YEARS OF EXPERIENCE

We’ve created over 2 billion+ in protection and coverage for our client's

OUR TEAM

Meet our team member

Principal

Norman Wagner

TESTIMONIALS

Karen H.

Best Advisors

Bettencourt has a group of people who helped me to with my insurance. Yolanda, Norman, and Michael are the best advisors!

Brianna B.

Experienced Team

They have an experienced team which helped me with my insurance needs. Yolanda was great to work with. Thanks!

Marcy C.

Excellent Service

Excellent service and was a great experience. They have good communication and are knowledgeable agents in financial advisory.

Office:
5316 N. 7th Ave
Phoenix, AZ 85013

Call
602-894-2800

Email:
team@BettencourtFG.com

Site: www.BettencourtFG.com