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Risk Management

Unforeseen events have the potential of draining most if not all of a family's financial resources and disrupting their financial plan. Developing risk management contingencies as part of a financial plan helps reduce the impact of potential financial losses. 

Our risk management process involves:

  • Gathering specific data to identify and evaluate exposure to risks related to death, disability, personal health care and long term health care (LTC)
  • Developing and presenting alternative solutions to address potential risks
  • Researching qualified companies and products available to manage the financial impact if these events occur
  • Implementing and monitoring appropriate risk management solutions such as life insurance, disability insurance and LTC

The goal of our risk management process is to reduce the emotional stress and uncertainty of a sudden or prolonged financial burden. We want to provide the piece of mind that will help you maintain your standard of living.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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