Risk Management/Asset Protection Planning

Would your loved ones be able to maintain their lifestyle in the event of your death or disability? Would you have sufficient liquidity to pay off debts and fund your children's education? If you are a business owner, do you have an efficient way to fund a buy-sell agreement?

Providing for your loved ones in the event of death, disability, or personal liability loss is a vital part of your financial plan.

Because of the many risks that may jeopardize your income and wealth, Waterford Advisors analyzes your current insurance coverage to help you determine which risks you can and cannot afford to bear and mitigate any potential unwanted exposure.

Our goal is to help protect your assets if and when the unexpected occurs. We will assist you in evaluating and obtaining cost-effective insurance protection—including personal liability, property and casualty, disability, and life insurance.