Our Risk Management Process

Equally important to building wealth is avoiding the pitfalls that are all around us. Your Wealth Our Way advisor will analyze your exposures to these pitfalls and highlight your protection needs. Your advisor will review any current insurance coverages you have in place including life, disability, long-term care, property and casualty, and excess liability. Should your advisor identify any areas of need, you will be presented with the necessary recommendations. If the needs can be addressed by your current providers, we work as the intermediary on your behalf to implement the needed improvements. If outside assistance is required, we facilitate your relationship with a national insurance brokerage