Person pointing at paperwork over a laptop

Prepare for the ‘what if’ moments.

We’ll help you identify and mitigate the risks that come with everyday life.

Just as it’s crucial to properly assess and control the amount of risk in your investment portfolio, it’s important to protect your legacy from the unexpected.

Accepting too much risk in your investment portfolio and incurring the commensurate pain in a market downturn might mean that your retirement is delayed by a few years. Failure to implement the proper amount of risk control in your daily life can mean losing your home, losing the ability to control your own healthcare decisions as you age, or that your children or grandchildren don’t have the opportunity to attend the university that will best prepare them for the future.


We’ll analyze your risk by reviewing:

• Liability 

• Life insurance

• Disability insurance

• Long term care


We work closely with you, your attorney, and your preferred providers to limit and reduce your risk with insurance and develop legal strategies that can help to shield assets from creditors. Our goal is to make you fully aware of your risks, help you analyze the cost-benefit relationship that accompanies different strategies, and to help you decide whether or not you should act to implement specific risk management techniques.

Although paying premiums is not fun, ignoring risk isn’t a responsible way to live. Asset protection is an integral part of the process in the wealth accumulation (saving) phase, the wealth utilization (retirement income) phase, and sometimes even the wealth transfer (estate distribution) phase. Let us show you how to better protect your family and your assets within a reasonable cost structure, so you sleep better each night.