Risk Management

Insuring risk costs money, however, not insuring risk can cost a lot more money and derail your plan. What is most important is to first identify and quantify your risks. Next is a decision whether to transfer the risk to an insurer or to self insure. Through the lens of your personal plan, we work with our insurance specialists to determine the most efficient way for you to protect the plan that supports your dreams and goals.

  • Have you identified risks to your plans?
  • Have you insured these risks where appropriate?
  • Are the insurance plans you have in place efficient and appropriate?