The first step to risk planning is understanding the situation of each individual. No two people lead the same lives and, in turn, no two people have the same tolerance for risk. By getting a complete understanding of our client’s financial picture, their stage of life, and their goals, we can begin comprehensive risk planning.
There are a number of tools to accomplish this, including life insurance, disability insurance and health insurance. While we do not sell insurance, we can equip you with the knowledge and information necessary to make an informed decision.
One of the most important aspects of risk planning is stage of life. A client who is nearing retirement may have a much different risk tolerance than someone who has a longer time horizon. As such, investment risk should be re-assessed and adjusted on a regular basis.
A solution as unique as you.
Our tailored managed investment portfolios help us deliver a customized experience to each individual, with risk planning always playing a major role in allocation decisions.
The unique characteristics that make you who you are drive the customized risk planning we provide. Whether you’re a business owner or an employee, a real estate investor or a homeowner, we all have different risk that require customized planning. For risk planning in Oregon and across the country, our team of CERTIFIED FINANCIAL PLANNER™ professionals are here to provide solutions that consider your entire financial picture.
