Risk Management

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Assess Risks That Can Destroy Your Financial Plan

Your financial plan implicitly assumes that you will not sustain a financially devastating event, such as loss of income or a significant liability. We help you assess what risk exposures you face, and which, if they were to occur, could be financially devastating.

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Assess Investing Risk Tolerance

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We will help determine your capacity to deal with what the market gives you utilizing both art and science. On the science side, we use software designed solely for investment risk profiling. As to the art, that is all about asking questions and building our partnership. By providing a comprehensive strategy, we work to manage risks while providing growth potential.

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Identify Risk Management Solutions

As an independent fee-only advisor, we will work with you and your trusted professionals such as attorneys and insurance agents to fill any gaps. We can help review proposals and offer advice as to their appropriateness for you. We can help guide you through pros and cons of a proposal and how it fits into your overall financial plan. This way, you can make an informed decision.