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)