Risk Management and Asset Protection

In this process, we will objectively assess your risk management position in relation to your personal goals and priorities. We will provide you with an evaluation of your current risk management position including:

  • Understand your concerns and priorities
  • Identifying potential risks pertaining to your financial, legal, inflation, life style and tax liability
  • Establish your goals
  • Assess and analyze your life, health, and long-term care, disability, long-term care insurance polices
  • Review Beneficiary designation
  • Review your property and casualty insurance
  • Analyze your current asset holding and allocation
  • Recognize your key issue and potential down fall
  • Determine ways to shift risk or asset transfer
  • Provide you with recommendations based on our evaluation
  • Construct asset protection strategy to minimize asset shrinkage due to lawsuit