Risk Planning

Protecting what matters to you, including yourself, your family, and your business, is key to a more confident and financially independent future. While insurance might not be the most interesting topic for investors, risk management plays a key part in most financial strategies.

We can help with:

Long-Term Care Insurance

Most health insurance plans don’t cover extended care services and Medicare only covers short stays in nursing homes or limited at-home care under strict conditions. For these reasons, many people seek long-term care insurance.

Disability Insurance

Disability insurance can serve as the cornerstone of individual and business income and expense protection, replacing part of your income that you would lose should you be unable to work due to an illness or injury.

Life Insurance

Depending on the coverage, certain life insurance policies can provide a family financial protection, a retirement income stream, and/or cash value you can use when you need it.

Our professionals have extensive experience coordinating estate planning strategies, investment taxes, and insurance policies and will help you create a strategy that addresses all of your needs. You can contact us today to learn more about our risk management services.