In a complete financial plan, careful attention must be paid to risk management so that unforeseen contingencies are properly planned for. If this area is not covered, an accident, a lawsuit, or a sudden death could substantially reduce your estate.
We are becoming an increasingly litigious society where people are sued for anything and everything. You should make sure that you are adequately covered in this area.
We review and evaluate your life, health, disability, long-term care, auto, property insurance and umbrella liability coverage.