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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? 




Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
Learn More

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
Learn More

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