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Protecting What's Important

Managing risk is a critical part of every successful financial plan. There are many sorts of risks to consider when considering your plan.

Some of the risks we seek to identify and help you manage include:

(1) Investment Risk 
(2) Economic Risk
(3) Inflation Risk
(4) Interest Rate Risk
(5) Longevity Risk
(6) Health Risks
(7) Untimely Death and Disability Risks
(8) Tax and Regulatory Risks

There are three basic approaches to dealing with  risk: 

(1) Avoid Risk 
(2) Accept Risk
(3) Manage Risk

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Our Advice - Your Plan
Collaborative - Customized - Comprehensive

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