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It’s a fact: Wealth brings increased exposure to potential liabilities. That’s why we place a high priority on designing and implementing comprehensive risk-management strategies that can protect your wealth, reduce your exposure and give you peace of mind. Our Risk Management and Insurance Services will assess your existing life, disability, personal liability and major asset insurance strategies and formulate a plan that can include:

• An evaluation of any risk-management program and insurance coverage you currently have in force


• A comprehensive report outlining our findings and recommendations


• Personal insurance planning for your real estate, automobiles and aviation exposures


• Medical coverage for your family and employees


• A review of existing life insurance coverage and evaluation of your life insurance needs, without the concern of being driven towards proprietary products