Risk and Insurance Planning

Risk to us is the permanent loss of something valuable – whether that is wealth, health, or an opportunity you are evaluating. As a component of our wealth-management services, we offer stress testing. Our stress tests use both proprietary models and sophisticated software models from providers like eMoney. We never want to see you have a loss – but, we do like to help you plan for its potential and to understand your true, estimated, risk.

Insurance. Because things happen. By our nature, we are not proponents of extra insurance. Yet, we believe that having key types and amounts of insurance is essential. We offer a full suite of planning services and evaluation services to help you build a safety net, or legacy plan, that meets your goals. Our firm can also act as your insurance agent or partner with insurance agents you may wish to use instead.