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Insurance

Risk management occupies an important foundational space in your comprehensive financial plan. It involves identifying and managing against threats such as loss of health, property, income, savings, or life. Waddell & Reed offers a variety of insurance products for you and your family.

I work with my clients to determine if their circumstances require risk management tools and, if they do, which options could work for their families.

If you are interested in exploring opportunities to help mitigate financial risk to your family, contact me for a no cost, no obligation discussion.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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