Risk Management
Risk management is all about protecting what’s important. There are two primary parts to your risk plan.
1.) Insurance. We conduct regular in-depth reviews for our clients on the following types of insurance:
- Life Insurance
- Long Term Care Insurance
- Auto & Home Insurance
- Disability Insurance
- Umbrella Insurance
- Health Insurance
2.) Estate. Almost everyone needs the same set of documents in place.
- Named beneficiaries on all qualified accounts.
- A written will
- Powers of attorney
- Medical directives
- Trusts, as applicable.