Risk Management

It is more important than ever to understand and control the trade-offs between financial risk and reward. The basic principle behind all financial risk management is the exchange of one set of risks and rewards for another set that parallels our clients risk tolerance and life goals. Legacy Wealth Management can review your current financial situation and present strategies that neutralize or transfer your unwanted risk to a third party for only a small fraction of the underlying economic value of that risk.

  • Insurance protection
  • Income replacement
  • Buy/sell business ownership agreements
  • Estate planning
  • Long-term care

Do you have any exposed risk?

Let us work with you to identify and minimize areas of exposed risk you may have in your financial life.