Broker Check

Risk Management

The security of you and your family are critical to you. Unfortunately, life can throw us unexpected curve balls. How would your family handle an unexpected death, serious illness, disability or lawsuit? Are you properly protected? Do you fully understand your options? These conversations are often the most difficult to have, but they are also critically important to your overall plan and the security of you and your family.

As your partner, we work with you to identify potential risks and threats so we can provide guidance. We will review and evaluate your existing insurance portfolio and represent you in the marketplace where appropriate. Our goal is to provide enough education and information so you can make informed decisions. There are a range of risk management topics that may be pertinent to your situation, such as travel protection, identity theft, asset protection, life, disability, long term care, critical illness, or health insurance related risks. We will work with you and your other key advisors to make sure our efforts are coordinated and your risk management plan is holistically addressed and fully implemented. Unfortunately, bad things happen to good people. Planning ahead is the key, and we become your risk management advocate.

<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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