Sharpe Wealth Management

Risk Management

While it’s not all that likely you will experience a disaster that has direct consequences for you personally, it is still wise to take protective measures—especially since a low-probability event can be just as consequential as an easily anticipated one.  Comprehensive risk management can help ensure that your family’s health and wealth are both protected for the long term.

Protection takes many forms.   We will discuss how you can safeguard you and your family from common financial scams and identity theft.  We also break down the various ways to approach protecting your assets—both financial and physical.  We will cover other considerations such as asset ownership and how this can affect how well you are protected.  

Last, but not least, we will review insurance options that will help protect you and your family financially from the unexpected.  These include:

  • Disability Insurance
  • Liability insurance
  • Long-term care insurance
  • Annuities
  • Life insurance

Schedule an appointment today so we can make sure you and your family are protected.

This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your characteristics such as budget, assets, risk tolerance, family situation, or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims-paying ability of the issuing company.

“ When you can remove risk,
do it. When you can’t, reduce it "

― Keith Webb

Start Planning Today

Make sure you and your family are protected.