Risk Management

Insurance is important to employ as part of your overall strategy.  It is a fundamental part of your overall financial planning and it can help protect your loved ones from the financial consequences of unexpected events.

By using Insurance properly, you can transfer the financial risk of life's events to an insurance company.  Insurance is also used as part of a properly executed estate plan.  Your insurance strategy should include personal insurance, business insurance, liability insurance, life and disability insurance and long-term care.

It is necessary to undertake a comprehensive review of your current insurance plan to make sure it is up to date with current life goals. 

At Barton Spector Wealth Strategies, a risk analysis is an important part of our ongoing process. We work with you to identify and analyze your risk factors and make personalized recommendations to provide you with options specific to you, your business, and your family.

The team at Barton Spector Wealth Strategies can provide you with an analysis of the following types of insurance:

Contact Barton Spector Wealth Strategies today for a complimentary review of your life, disability and long-term care insurance.