Risk Management
Once you have been successful in building wealth, it becomes extremely important to give consideration to the way in which you can now preserve it. There are many risks that can threaten your accumulated wealth such as divorce, disability, accidents, and lawsuits. We can help identify such risks and work with you to find ways to minimize the impact of such risks.
Wisdom
“It requires a great deal of boldness and a great deal of caution to make a great deal of fortune, and when you have got it, it requires 10 times as much wit to keep it”- Ralph Waldo Emerson
Insurance Planning
Many risks can be offset with proper use of insurance. Life, long-term care, and disability insurance should be addressed as part of the wealth management process
Business Planning
Is your business structured properly to protect your personal assets from potential business liabilities?
Trusts
We can work closely with your attorney to utilize trusts in your financial plan to protect your assets and carryout your wishes for those you leave behind after the end of your life.
Complimentary Meeting
We offer a complimentary, no obligation exploratory meeting. The 30 minute appointment will enable you to talk with a professional about your financial goals and objectives and determine if we are a proper fit for your needs.