Broker Check

Risk Management/Insurance Planning

You’ve worked hard for what you’ve achieved over the course of your life and don’t want to see your assets slowly slip away because of poor—or nonexistent—insurance and risk planning. As part of your complete wealth management plan, we design an overall risk management plan to help assure your assets remain well protected.

We take into account issues such as life, disability, long-term care, and liability insurance and structure a plan that blends these tools with the mission to meet your short and long term goals. When leveraging insurance we consider three key factors; adequacy of coverage, appropriateness of policies, and cost effectiveness.