Risk Management can mean many different things to different people. For most, it brings up thoughts of protecting a portfolio when the market goes down. This is one type of risk management, but probably not the risk that most people need to talk about. Risk in the form of improper estate planning, inadequate liability coverage, or under-insuring against a death or disability can often have a devastating impact on a financial plan.
Our job is to make our clients aware of the risks and allow them to decide which risks are worth insuring against, and which are going to be assumed. Contact us today to see how we can help you reach your goals.