What we do / Risk Management
Like the market, life is full of ups and downs, and many of these impact your financial plan. As your partner in planning, part of our job is to help you look ahead and prepare for the unexpected.
Your team at Peninsula Wealth will review your overall financial situation to see where risks might live and help to alleviate these risks. While we don’t sell insurance, we can help to prevent gaps in coverage; while we are not doctors, we can suggest additional coverage or preventative measures. By looking holistically at your financials and learning about your family, we can advise on your biggest areas of risk and help to mitigate those risks.
Here are a few of the elements of risk management that we include as part of our evaluation:
- Overall analysis and evaluation of risk exposures
- Life insurance needs
- Health insurance needs and cost management
- Long term care requirements
- Property & casualty review
The coronavirus pandemic has drastically changed our way of life. Here are a few tips on how to treat yourself (and your loved ones) with some extra care and how to manage your anxiety.
At Peninsula Wealth, our process starts with you, your goals, and your particular approach to finances. Life can bring many changes – learn how a good plan can help protect you and your assets.