Broker Check

Insurance / Risk Management

Insurance and Risk Management are essential in protecting and preserving net worth. No one wants their assets exposed to unexpected and immeasurable losses. We help our clients protect what they have worked a lifetime to build, providing confidence in the future.

Insurance may be used for a variety of purposes:

  • Leave a Charitable Legacy
  • Provide Cash to Pay Estate Taxes
  • Provide Monthly Income in Retirement
  • Protect the Value of a Business
  • Fund a Buy/Sell Agreement Between Business Partners
  • Equalize Inheritance Among Heirs
  • Provide Funds for Long Term Care Needs
  • Replace Lost Earned Income

Insurance and Risk Management may include:

  • Life Insurance Designed to Meet Specific Goals
  • Key Man Insurance
  • Corporate Owned Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

We emphasize periodical reviews of our clients Insurance for appropriateness and cost efficiency.