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RISK MANAGEMENT 

We practice identifying potential risks in advance, analyzing them and taking precautionary steps to reduce or eliminate the risk.

As this relates to individual financial planning, risk can be identified as the following:

  1. Premature death.  The inability to take care of one’s obligations in the future is a concern to all. Examples of this would include mortgage commitments, income replacement for loved ones or education funding.
  2. Disability.  The potential loss of income while of working age must be considered.
  3. Long-term care.  The financial and emotional burden to family for medical care associated with either in-home or facility medical services is a factor and can dramatically change someone’s financial security.

At Champlain Wealth Management we analyze and quantify these risks so as to not over or under insure.  We also try to prepare clients for the emotional burden of not planning for a risk by providing real life experiences.

 
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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). Advisory Services offered through American Portfolios Advisors, Inc. a SEC registered Investment Advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of AZ, CO, CT, FL, MA, ME, NC, NH, NJ, NM, NY, OR, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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