Financial Risk Management – For Individuals
The Seeman Holtz Advisory team provides custom tailored financial solutions from a risk management based perspective. We understand that our clients are going through various stages of life, and that our recommendations need to accurately reflect what is appropriate for their specific situation. In addition to this, we assess what areas of risk are of real concern for them and how it can be mitigated as part of our financial recommendations. We perform a free comprehensive financial risk analysis in order to accomplish this goal.
Schedule a Free Comprehensive Financial Risk Analysis Today!
Here are a few areas of risk that we commonly encounter and have to take
into consideration when providing financial product solutions:
- Market Loss
- Out-living Retirement Assets
- Economic Downturn / Job Loss
- Disability – Short or Long Term
- Dying with Dependents
- Complex Family Matters
- Critical Illness Event
- Long Term Chronic Illness Event
- Property Loss
- Liabilities / Potential Legal Issues