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Risk Planning

The right plan will minimize your exposure to risk

There are financial accounts that guarantee income for life, no matter how long you live. Others offer stock market–like returns without the risk of losing money. Additionally, certain plans can support you during a long-term care event, with guaranteed benefits that won’t increase in cost over time.

Of course, income tax rate risk remains a concern, as we’ve discussed on other pages of this site. But that’s just one of many risks that can impact your financial future.

Our job is to help you identify and manage those risks before they become problems. If you’re unsure where your vulnerabilities lie or how to address them, you could face serious consequences down the road. With 25 years of experience, we’ve helped people like you minimize risk and navigate their finances with greater confidence and clarity.

The definition of risk is the possibility of suffering harm or loss; danger. Just about everything we do has risk. Driving a car has risk, investing in the bank has inflation risk. Investing in the stock market has principal risk. Living a long time and needing a lot of care in your old age creates risk. Making the wrong decisions on your pension or social security payments creates risk. Planning for these issues decreases your risk, leaving these issues up to chance increases your risk. It’s very important to know your worst and best case scenarios so you can manage the risk that comes with it.

1%

Of Every Tax Dollar

In 2017, 91% of every tax dollar went to pay for Medicare, Medicaid, Social Security and Interest on the National debt.

1%

Lost Half of Their Portfolios

80% of Americans lost half of their portfolios during the 2008 Market Crash

1%

Will Need Long Term Care

There is a 1 in 3 chance that you will need some kind of Long-Term Care after the age of 65

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