There are two great common errors in risk management; either being over-insured or under-insured. It is inefficiency in your wealth plan that is very common. We utilize a dynamic model with a goal to protect your wealth from being eroded by:
- income taxes
- market fluctuation
- claims from creditors
- and other costs
This wealth management tool checks the efficiency of your wealth to insure you are not over or under insured covering all facets of risk management, including but not limited to your life, property and casualty, disability, long-term care, and umbrella insurances.