Risk Management

Our comprehensive approach to risk management starts with building a long-term relationship with you and your family. From there, we focus on understanding your financial situation and potential risks to determine the right amount of insurance coverage for your needs, and we assist in putting it in place.

We conduct a thorough review and analysis of all available resources to help you achieve your goals in areas such as:

• Providing financial support for you, your family, and loved ones in the event of a long-term disability or need for long-term care
• Insuring homes and other properties against potential losses
• Protecting against personal and/or professional liability

If necessary, we also help review and coordinate your insurance coverage by:

• Collaborating with third-party insurance providers to develop strategies for life, long-term disability, and/or long-term care insurance policies that suit your needs
• Conducting comprehensive third-party reviews of property, casualty, and liability insurance, and guiding you through decisions based on those recommendations
• Facilitating third-party reviews of health insurance plans and helping you make informed decisions about factors like deductibles and premiums
• Advising on and coordinating retiree health insurance (including Medicare, employer coverage, and supplemental insurance) and working with third-party health insurance brokers when appropriate.