Do you have the right amount of coverage for all your valuables and liabilities exposures? How do you know? Insurance planning is about having the right amount and types of insurance to protect you.
Risk management is about having the right amount and types of insurance to protect you and your valuables.
- We will evaluate your current situation and work in conjunction with your insurance agents and make recommendations of any needed changes.
- We will help you decide what insurance coverages are necessary and which ones are not for your specific financial situation.
We assess and evaluate the following risk areas:
- Health coverage
- Disability needs
- Life coverage
- Long-term care needs
- Home & Auto
- Liability coverage
- Business risks
- Other: E&O, Malpractice, D&O, etc.
We have found many clients to be over and under insured in different types of coverages. Our goal is to help you maximize your financial resources while making sure you are adequately protected.