An important part of the planning process involves risk management and protection against potential liabilities. Whether it is a family, business or organization, there are a variety of personal, professional and property exposures that require an insurance professional’s assessment, advice and implementation. As a result, we regularly consult with property and casualty insurance advisors on a variety of risk management issues, including:

  • Assessing a client’s risk exposure
  • Protecting against personal liability
  • Business risks and related insurance coverage
  • Property and casualty coverage

Conversely, we maintain strategic partnerships with property and casualty insurance professionals, making available our resources and technical support for their clients in the areas of:

  • Estate Planning Strategies
  • Business Succession
  • Life Insurance
  • Asset Protection
  • Tax Planning
  • Qualified Retirement Plans
  • Charitable Planning
  • Business Plan Funding Arrangements such as Buy-Sell Agreements