Individuals & Families Risk Management

Concerns vary for every individual depending on their circumstances, stage of life and career expectations.  Risk management starts with a better understanding of "what would happen if..." scenarios and concerns such as

  • Providing for dependents in case of death
  • Replacing earning power if disabled
  • Addressing health care concerns
  • Providing for auto, home and personal liability protection
  • Providing for potential long term care costs
  • Protecting your ability to pay a mortgage
  • Protecting your ability to meet accumulation/educational goals

Our goal is to help clients understand what they have, what would happen now (as things stand) and what changes or provisions should be made to improve their risk exposure for the things that are of particular concern to them.

Solutions may include:

  • Life insurance analysis
  • Disability insurance
  • Long-term care insurance
  • Alternative funding opportunities

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck