Risk management is a key component of protecting and preserving net worth. You don't want assets exposed to unexpected losses. You have worked a life time to build and accumulate. We can
help protect what you have.
Risk management strategies may be used for a variety of purposes:
- Provide cash to pay estate taxes
- Provide monthly tax-free income in retirement
- Protect business value for the family
- Fund a buy sell agreement between business partners
- Equalize inheritance among heirs
- Provide funds for long term care
- Replace lost earned income
- Pay off family debt/mortgage when unexpected loss ocurrs
- Provide funding for deferred compensation plans
- Provide funding for Supplemental Employee Retirement Plans
Insurance should be reviewed periodically for appropriateness and cost efficiency.