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Risk Management & Insurance



Risk management addresses the need to guard against the unexpected. Although risk management is frequently not at the top of your list in your financial objectives, it is fundamental in your financial success.

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Unexpected Events

bulletCash Shortage - Loss of job, disability, investment losses, margin calls, etc.
bulletProperty Loss
bulletPersonal Liability Claim


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How We Can Help You? 

Our approach is to try to measure each applicable risk and determine to what extent you can afford to keep the risk and to what extent you should shift the risk to someone else.

bulletWe will analyze your personal circumstances;
bulletDetermine adequacy of life, disability, health, property, and casualty insurance coverage.
bulletEvaluate whether revisions are needed.
bulletMake preliminary recommendations concerning any gaps in your coverage.


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Last modified: December 17, 2010