Risk Management can mean many different things to different people. In this context, we’re not talking about portfolio protection in down-markets. That’s part of financial planning. The risk management we are talking about are all those risks in the form of improper estate planning, inadequate liability coverage, or under-insuring against a death or disability. One small turn of unfortunate events can have a devastating impact not only on your life, but on your financial plan. We’re here to make sure there are proper stopgaps in place so that, should the worst happen, it’s not compounded into every aspect of your life.

Living a full life means keeping a wary eye.

Our job is to make everyone we work with aware of the major risk categories and lead intentional discussions that help us to decide which risks are worth insuring against, and which are going to be assumed. We can balance careful preparation with good common sense and the wise use of funds.