Broker Check

Family Risk Management

Are you prepared for the unexpected? Even the best investment and financial plans can crumble if you have not properly prepared for the risks that exist for every family. Should something happen to you or a family member such as a disability, death, or a long-term-care need, the careful planning and investing you have so diligently developed can be unraveled in an instant.

How I Can Help You

By learning more about your situation, I can evaluate your current risk plans to determine if they are adequately meeting your needs at this stage of your life and as you plan for the future. You may believe you have minimized your risk by having life insurance; however, because the world of risk management is changing quickly, we should conduct an evaluation of your risk and the efficiency of your plan. Even a policy put in place a few years ago could be less efficient than what is now available. If modifications are needed to your risk management plan, we will make suggestions that not only address your risk management needs but also consider the tax implications of these changes.