Commercial Insurance and Employee Benefits are not the only places you often find savings and value with a focus on risk management.
Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, and insurance agents. The challenge is that with so many advisors offering well meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased. Working with a CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) and using an integrated approach to comprehensive planning can potentially reduce risk. I have expertise in several of the areas and will refer /work with you and specialists in the other areas as illustrated in the infographic below. The integrated approach includes how Wealth Accumulation, Wealth Distribution, Risk Management, Your Company, the Government and Tax all relate to you and your objectives. Taking the time to listen to understand.
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.
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