Risk Management & Insurance
Your insurance can be viewed as a protective armor
to guard against catastrophic events. Therefore, it is
extremely important that you have adequate risk
management measures in place to reduce the
potential of unforeseen events having an adverse
effect on your retirement and financial goals.
Examples of Risk Management include:
- Emergency Savings to cover the unexpected job loss,
household expense, etc.
- Health Insurance with a Lifetime Benefit of at least $1M
- Auto Insurance
- Replacement Income Disability Insurance
- Life Insurance
- Personal Liability Umbrella Policy
- Long Term Care Insurance
Our wealth planning process includes a comprehensive evaluation of your risk exposure to better prepare you for those unexpected life events.