Risk Management & Insurance Analysis
Rochester & Mt. Morris, NY
Are you adequately covered? Risk management and insurance planning involves creating strategies which enable you to preserve your wealth by transferring risk away from you and your family. We create comprehensive insurance plans that include risk evaluation and assessment, enabling us to determine the appropriate coverage required to mitigate those risks. Without proper planning, every aspect of your financial life could be vulnerable.
Insurance provides leverage to address the “What if” scenarios in our lives.
Coverage and their application include:
- Life Insurance: Addresses the need to provide for your family in the event of premature death.
- Long-Term Care Insurance: Creates a safeguard to protect your assets if assisted care is needed.
- Disability Insurance: Protects your income stream if you cannot work due to illness or injury.
- Annuities: Provides funds to meet your guaranteed income needs.
Insurance planning is a critical component of any comprehensive financial plan. Through our extensive DISCOVERY process, we will address this and any other concerns you have.
