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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? 




<p>Protection Against Uninsured Drivers</p>

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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