The Risk Management portion of our wealth management puzzle includes:
PROTECTIONThere is a general mentality today that those who have do not have wealth are entitled to take wealth from those that do. After all, “You can afford it;” “You’ve got plenty of it;” and “I need it more” are often heard. The goal of CIS Wealth’s risk management plan is to build a shield to protect you and your family from this risk. When used strategically, the right risk management strategy can shield you, your family, and/or business from exposure, injury, damage, and major financial losses.
This may be especially true for individuals who have experienced “sudden wealth”. CIS Wealth will guide you through the ups and downs of different financial choices while helping you discover what is in the best interest for your financial situation. Risk management includes insurance coverage, and we work closely with a Christian insurance agency who can provide you with quality coverage choices that are best for your family’s and/or business’ specific situation.