Broker Check

Office: (316) 267-3220 • Fax: (316) 291-4115

Risk Management

Wealth management includes not only maximizing and building assets, but managing the risks to those assets, including risks you may not even be aware of. Our services and products related to risk management include:

  • Investment risk tolerance assessment
  • Strategies designed to help mitigate and manage market volatility within your portfolio
  • Individual life and long term care insurance 
  • Group benefit insurance
  • Plan Administrator fiduciary risk sharing