Risk Management

High Net-Worth Protection Planning

We have a team of experienced insurance professionals (multiple JD’s, CPA’s and insurance specialists) who identify risks and providing suitable comprehensive protection planning to mitigate these risks. Our comprehensive approach will make you aware of your options in protecting your family and business from potential damaging and catastrophic events.



Some of the most common protection planning vehicles used in the financial planning process include:

  • Life Insurance: Strives to protect your family and business if you were no longer around. This type of protection may provide significant benefits including a tax and estate-free benefit.
  • Disability Insurance: We believe a working individual’s most important asset is their ability to earn an income. Our team can provide options to protect your income if you find yourself in a position of not being able to work.
  • Long-Term Care: Our clients intend on maintain their freedom, dignity and independence throughout their lives. One of the risks to these goals is if you become hurt or sick for an extended period of time and require assisted living or in-home care.