Risk Management/Insurance

Vahanian & Associates Financial Planning - Risk Management Services

We view Risk Management as the processing of protecting against the unexpected and believe this subject is an important ingredient in your financial security.

We can engage in a full review of what you want to protect and how you go about doing so by using various life, disability, and long-term care insurance options. Insurance can be employed to support your estate planning, business succession, income protection, and many family protection needs.

Risk Management subjects can include:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • P&C Insurance (We do not offer P&C insurance, but can help you inventory your current coverage)
  • Buy-Sell Insurance (Business Succession)

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Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Vahanian & Associates is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.