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Risk Management
In the course of managing our client’s wealth, we become very familiar
with all of the details of their financial structures and day to day
activities. This enables us to clearly identify the risks they face and
evaluate solutions to avoid or minimize them. Many times our clients
are in a position to "self-insure", while other risks require the
purchase of an insurance policy.
In all cases, we are very experienced in drawing
effective conclusions and implementing cost effective strategies for
our clients, from simple term life insurance to sophisticated asset
protection strategies. Perhaps as important, we have no interest in any
particular solution. Our clients receive a thoroughly competent and
unbiased evaluation of their overall insurance portfolio, combination
very difficult to find elsewhere.
We work on an hourly basis to review and monitor
existing policies and, if necessary, to procure new policies. Our
services cover:
• Life Insurance
• Long Term Care Insurance
• Fixed and Variable Annuities
• Health Coverage
• Life Settlement Analysis
• Disability Insurance
• Property Casualty
• Professional Liability
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