Broker Check



__________________________________________________________________________

Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
__________________________________________________________________________



Family Risk Management

Even the best investment and financial plans can crumble if you have not properly prepared for the risks that exist. Should something happen to you or a family member such as a job loss, disability, illness, natural disaster or premature death, the careful planning and investing you have diligently developed can be unraveled in an instant.

How We Help

By identifying potential risks that may affect your finances and taking proactive measures to minimize their impact – we can implement measures such as insurance, emergency funds and estate planning, to help protect you and your loved ones from financial devastation.

Family risk management can provide peace of mind and financial security, enabling us to focus on our priorities without dwelling on potential risks. By taking a proactive approach to risk management, we can ensure that our financial plans remain intact, even in the face of unexpected events.

It's important to regularly assess your risk management plans to ensure that they still suit your current life stage and future plans. While having life insurance can provide a sense of security, it's crucial to note that circumstances can change rapidly. Even a policy put in place just a few years ago may not be as effective as what’s currently available. We can analyze your current plan to see if adjustments are necessary and provide recommendations that not only address your family risk management requirements, but also consider the tax implications of such changes.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Check the background of your financial professional on FINRA's BrokerCheck.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM. CA insurance # 0J20148. The Avantax affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a Third Party and was not written or created by a Avantax affiliated advisor. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Investment ServicesSM or its subsidiaries. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website.