Risk Management
My risk management services focus primarily on evaluating my clients’ needs and the effectiveness of their property and casualty, life, disability, liability, and long-term care insurance.
Available services include:
- Identify an experienced insurance professional
- Analyze life, disability, and long-term-care insurance needs and policies
- Review property and casualty insurance requirements
- Analyze loans and lines of credit
- Analyze home mortgage refinance possibilities
- Identify and optimize emergency funds