Risk Planning

In the financial planning process, we believe it is very important to plan and prepare for the “what-ifs” in life, as well as properly identify the risks that are known and unknown.  We have found many people only want to plan for the “upside” of life and do not recognize there may be tribulations that arise that need to have a plan enforced.  We help communicate these risks in order to adequately show the options one has to minimize exposure.  

If you are an individual interested Risk Planning, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Life Insurance and Tax Strategies.