Risk Management

While we envision and aim for our ideal life, it's also the job of a financial planner to identify risks to the plan. As part of the process, we will identify areas that could pose risks and present options to manage them. This might include:

• Portfolio risk management
• Life insurance analysis
• Disability Insurance review
• Long-term Care planning
• Longevity risk assessment
• Business-related risks for business owners
• Analyzing risk of future political changes (such as higher taxes, reduced Social Security benefits, etc)