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?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Next: Cash Flow Strategy

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