Risk Management

We'll work to help you minimize financial and other risks to your assets, business, or health. We'll consider everything from personal and professional liability, to business ownership, to property loss, to catastrophic illness or disability. A comprehensive look enables us to identify your sources of risk, recommend ways to avoid or minimize the major exposures, and, if necessary, recommend the appropriate insurance or other solution to allow you to feel confident about the future.

Asset protection planning manages risks to your wealth. Lawsuits, accidents, property damage, and other financial risks are facts of everyday life, and asset protection planning looks to transfer the risk of these events through insurance, repositioning asset ownership, and other protections available under the law.

Our services in this field include:

  • Insurance needs analysis and consultation
  • Insurance product and cost comparisons
  • Income replacement analysis
  • Insurance implementation

Our insurance product offerings include access to:

  • Annuities: variable, fixed, and indexed
  • Term life
  • Universal life
  • Whole life
  • Variable and variable universal life
  • Long-term care
  • Individual disability

 

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