Protecting what matters most.
What is Risk Management?
One of the most important facets of financial planning is protecting your loved ones and all that you have worked so hard to build. While you can never completely eliminate risk from your life, we help you explore strategies for protecting what matters most.
Health emergencies. Natural disasters. Loss of your job. Divorce. Identity theft. These are just some of the “surprises” that we help you be financially prepared for.
Risk is a part of life. But it doesn’t have to overwhelm you or stop you from achieving your goals. We help you establish a safety net by regularly reviewing – and adjusting – your portfolio, estate plan and insurance policies to make sure they meet your needs at every stage of your life.
Your health & your family
To protect against the financial hardship that can be caused by a sudden illness or injury, we help you decide if you have the right types and amounts of insurance both for yourself and your loved ones.
We help you identify income options in your portfolio to supplement your current earnings and help explore options like insurance to perhaps provide back-up income when you need it most.
Every investment involves some risk, but we help you keep it in balance with reward by developing a proper asset allocation designed to generate the returns you want and provide the protection you need for where you are in life.
We help mitigate the risk to your retirement savings by adjusting your investment strategy to minimize risk and temper the effects of inflation on your portfolio.
We work with your tax and legal professionals to conduct regular reviews and updates to your estate plan documents, like your wills, trusts and powers of attorney.
We are your partner behind the scenes, offering guidance not only on the financial aspects of your business, but protecting your interests too.
- About Our Insurance Analysis
- Insurance and Senior Care Services
- Risk Management for Business Owners
- Succession Planning for Business Owners
- About Estate Planning
- Identity Theft 101
- Preventing Identity Theft Checklist
- Tips for Securing Your Computer
- Privacy, Security & Account Protection
- Get a Free Credit Report
- 5 Ways to Protect Your Identity
|Traditional Broker||The Gleason Group|
|Address Investment Risk|
|Address Purchasing Power Risk|
|Analyze Health & Family Risk|
|Analyze Loss of Income Risk|
|Comprehensive Insurance Analysis|
|Analyze Retirement Risk|
|Analyze Business Risk|
|Analyze Legacy Risk|
|Discuss Real Life Trade-Offs|