Broker Check

Risk Management

Be prepared for the unexpected

Be prepared for the unexpected

Protecting your wealth is equally as important as building your wealth. We will help you mitigate risks that arise from unexpected life events such as death, disability, or illnesses. We understand your situation and will help you determine the correct insurance coverage to meet your unique needs. 

Risk Management is the practice of identifying and analyzing loss exposures and taking steps to minimize the financial impact of the risks they impose. A key component of any financial plan should be planning for unexpected events that may prevent you from meeting your future financial goals. This is known as risk management planning. Each year many people face financial disaster through premature death, disability, or a prolonged illness.

Protecting your wealth 

Protecting your wealth 

As part of your financial plan, we review your current insurance coverage for potential shortfalls. Where appropriate, we make specific insurance recommendations to better protect you and your loved ones from financial catastrophe.

  • Audit Existing Policies
  • Conduct Insurance Needs Analysis
  • Review Impact of Long Term Care
  • Disability Analysis
  • Health, Homeowners, Auto, Renter's Insurance Review
  • Liability Coverage
  • Using HSAs, Employer Benefits
  • Medicare Advice
Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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Find Your Independence

At Platform Wealth, we integrate each decision to move you closer to your intentions.

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