an image of a financial advisor reviewing a clients portfolio with them.

Risk Management

Risk Management and Insurance

There are a number of risks that can have a material impact on a financial plan. Whether it is a high concentration in a single stock or inadequate insurance coverage, we work to identify and mitigate potential risks that put a clients' plan in jeopardy.

We do not sell any insurance products, so we are able to provide insurance advice in a less-conflicted way. When necessary, we refer licensed insurance agents to help implement and review client coverage.

A financial advisor sitting with their client and reviewing their financial plan

Concentrated Stock

A concentrated position can help create great wealth, but can also be the greatest risk to that wealth.

We help clients understand the risk of having too many eggs in one basket and educate them on ways to reduce that risk.

Insurance

There are many types of insurance: life/annuity, disability, long-term care.

We review existing policies, make recommendations on potential changes, and engage external specialists when necessary.

Other Risk Management Planning

Property & Casualty Insurance Review
Medicare Planning
Employer/Employee Benefits
Small Business Planning

An image of a man walking holding their briefcase.

Get in touch

Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Get in touch with us today to learn more.