Insurance Services

The Benefits Design Group, LLC is a life & health insurance agency (licensed by the State of Ohio Department of Insurance) that Matt Stewart founded in 2004. While he was employed by KeyBank from 2009-2016 the agency was mostly inactive. However, when he started Forestview Financial Partners in 2017 he decided that integrating insurance back into his financial planning practice was in the best interests of his clients.

Clients of Forestview Financial Partners are able to get their insurance needs met by their trusted, fiduciary financial planner who is also a licensed insurance agent. Insurance recommendations are based on an independent and unbiased analysis of how the insurance fits into a client's overall financial plan.

In 2023, The Benefits Design Group expanded its reach beyond just helping the clients of Forestview Financial Partners. It now provides insurance-only advice and product solutions to anybody looking to adjust or augment their insurance portfolio. As part of this expansion, it brought on Doug Burnip as Director of Insurance Services who has over 40 years experience in the insurance industry. To meet Doug, click the button below.