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Risk Management

Managing risk is one of the most critical aspects of a solid financial plan. It's essential to your own well-being, and the security of your family. At Savaglia Investments and Planning, we conduct a thorough insurance review for our clients, to begin crafting their Risk Management Plans. This is an analysis of both your current coverage and potential insurance needs. The areas we review include:

  • Life
  • Health
  • Disability
  • Long-Term Care
  • Medicare

We also take a close look at the beneficiary designations on any of your retirement plans and insurance policies. A personalized insurance report is generated from this process, which details areas in which you are over-insured, under-insured; and provides recommendations for ways to address your specific needs. Contact your Savaglia Personal Financial Planner today.