How would your family handle an unexpected death, serious illness, disability or lawsuit? Are you properly protected? Do you fully understand your options? These conversations are often the most difficult to have, but they are also critically important to your overall financial plan and the security of you and your family. There’ typically someone out there who is counting on you to think about these things in advance and take action when appropriate.
Throughout this process, we work with you to identify potential risks and threats so we can provide guidance. We will review and evaluate your existing insurance portfolio and represent you in the marketplace where appropriate. Our goal is to provide enough education and information so you can make informed decisions. There are a range of risk management topics that may be pertinent to your situation, such as travel protection, identity theft, asset protection, life, disability, long term care, critical illness, or health insurance related risks. We will work with you and your other key advisors to make sure our efforts are coordinated and your risk management plan is holistically addressed and fully implemented. Unfortunately, bad things happen to good people. Planning ahead is the key, and we become your risk management advocate.