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Risk Management

Reviewing risks, imagining various risk scenarios, and comparing those risks to existing insurance coverage is critical to a successful wealth management plan. If overlooked an unexpected event or lawsuit could disrupt a well-designed long term plan. 

Risk management tools like life, disability insurance, long-term care, property and casualty insurance, and even umbrella liability coverage are especially critical, as major life events can have enormous consequences if not properly planned for. Having the right coverage can not only provide a smooth transition through an otherwise traumatic situation, but may also increase and diversify your investment portfolio, thereby placing a vital importance on Risk Analysis and Insurance in your overall wealth management strategy. 

Our Risk and Insurance Analysis aims to evaluate the suitability of existing and potential policies in order to optimize this important part of your financial plan. And through periodic reviews that help ensure that your current strategy tracks with all of life’s changes, we’ll put together an insurance plan that can produce tax benefits and generate additional emergency funds, all while building the wealth protection and coverage you need for financial confidence.

  • Life insurance
  • Short-term and long-term disability
  • Long-term care insurance
  • Medigap coverage
  • Homeowners insurance*
  • Commercial and business insurance*
  • Fixed and Variable Annuities
  • Umbrella liability coverage*

      *Working in conjunction with a property and casualty agent

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