Risk Management

In retirement there are many risks that your average financial planner doesn’t talk about.  Most financial planners focus all their attention on accumulation and reaching the “magic number“, while disregarding the most important aspect of your retirement – Risk Management.

If your retirement planning does not include a plan for minimizing and eliminating risk then your golden years may not be so golden.

Key Elements for A Happy Retirement

Minimize Longevity Risk
Medical Insurance
Life Insurance
Long Term Care Insurance
Eliminate Order of Return Risk
Client Retention

Client retention* rate speaks to the level of service and the integrity of a company and ours says it loud and clear.  We believe our clients stay with us because we serve each one of them equally providing a team approach that is not equaled in the industry.

*Data based on tax client records data, 2013.