Risk Management & Insurance Planning
We believe proper risk management is vital to a successful financial plan and investment portfolio to help protect you against unexpected life events. Our personalized risk management and financial planning process helps protect you financially and your estate against an untimely death, disability or health issue that, if not addressed properly, could be financially catastrophic. Utilizing our extensive experience, our CERTIFIED FINANCIAL PLANNER™ Professionalsreview and analyze your need for proper insurance coverage* in the primary areas of risk: life, property and casualty, disability income and long-term care. We provide protection recommendations and insurance solutions to help mitigate – and potentially eliminate – your financial risk exposures.
As an independent Registered Investment Advisor (RIA), Prestige Wealth Management Group is not obligated to use insurance solutions from a specific carrier. As insurance offerings change over time, we continuously monitor and evaluate the appropriate solutions that best fit your risk management objectives, based upon your needs and the information you provide to us. During the selection process, it is important to not only consider the cost of the insurance and the coverage features, but also the underwriting criteria and the financial strength of the carrier.
* Based on the information you provide to us
- Review property and casualty insurance exposure
- Provide insurance and protection recommendations and solutions
- Review options for life and health insurance, fixed and variable annuities and long-term care insurance
Call us today at 908-379-881 to learn more about how you can benefit from our risk management and insurance planning services.