Broker Check

Risk Management

A sound risk management strategy can help protect your family from the financial consequences of unwelcome events. Financial planning helps you not only identify these risks, but also determine ways to minimize them. Different strategies can be employed to reduce risk. As part of the risk management discussion, we address topics such as:

  • Liability Exposure
  • Short and Long Term Disability
  • Long Term Care
  • Life Coverage
  • Sufficiency of Personal and Property Policies
  • Business Protections
  • Other protections available under the law

You can rely on us to provide regular reviews to ensure that your risk management plan matches your evolving needs.

How Much Insurance Do I Need?

Check out our video below, where Nate Archuleta, CFP®, AIF® answers the all-important question: How much insurance do I need? 




Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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