People are always looking for ways to lower the level of risk they are exposed to regardless of the situation. Intent Planning has years of experience doing a 360-degree risk assessment and determining long-term solutions to manage risks a portfolio or estate faces.
As part of a financial plan, the Intent team identifies and analyzes potential and existing loss exposures and proposes solutions to minimize the impact of those risks. Risks can come in many different forms and effective use of insurance strategies can mitigate them and make sure your business and family are protected should the need arise.
Whether it is planning for a critical illness, disability, tax reduction, all risks will be reviewed and accounted for with a risk management lens on your financial plan.