Broker Check

Benefits & Insurance Strategy

Benefits Strategy & Insurance Review

We create strategies that are tailored to your needs and goals.

Complete our form below to begin the insurance and benefits review process.

“Plan for the worst-case scenario and make it as good as possible” – Ray Dalio


Add Insurance Information

Risk Management Inventory 

Review Insurance, Benefits and Benefit Selection

Review Employee Benefits

Health Insurance

Disability Insurance

Life Insurance

FSA, HSA, Other

Review current insurance

Review 3-year disability - Client / Spouse

Planning for "What if Scenarios"

Negative Visualization Exercise / Discussion  

Worst Case Scenario Review 

Risk Management Statement

Understand risk management strategy

Understand risk and consequences to financial plan 


Action Items

Confirm benefit selection

Review / update insurance policies and beneficiaries as recommended

Make changes to benefits or set reminder to make changes to benefits at next open enrollment