Dedicated team of professionals.
With over 25 years of experience, we specialize in life, property and casualty insurance and offer a variety of services and products including all aspects of insurance planning, estate and retirement issues, taxation, business insurance and risk management.
Committed to your success.
A fundamental principle in preparing for the future is securing the present. We secure the future of our clients, associates, and employees by providing the most innovative financial strategies and insurance solutions.
We are industry leaders.
With a uni-dimensional goal of sustaining and growing long-term financial success, wealth management combines financial planning and specialized financial services to address your particular needs.
Chartered Financial Consultant
As a ChFC we are able to analyze all aspects of your financial goals and objectives to come up with a plan to achieve them.
Experienced
Dedicated professionals with real-world experience has established Risk Management’s reputation.
Firmly Established
We are leaders in the industry with over 600 clients, 7 employees, a Florida office, and an ever-growing portfolio.
Our Services
Wealth Management
Financial Planning
Life Insurance
Estate Planning
Risk Management
Wealth Management
With a uni-dimensional goal of sustaining and growing long-term financial success, wealth management combines financial planning and specialized financial services to address your particular needs.
Financial Planning
Through the eyes & experience of a ChFC is about addressing all aspects of personal financial planning, with a focus on practical, real-world applications. By working with a ChFC, you know your advisor has a comprehensive financial planning education and knows how to leverage the knowledge of investments, insurance, tax planning, and more.
Life Insurance
One of the most common purposes of life insurance is to provide financial protections to surviving dependents after the death of the insured. It also serve as a wide variety of purposes in the business world.
Estate Planning
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. We at Risk Management are committed to helping you build a comprehensive personal, business, and/or estate plan that addresses your financial needs and goals.
Risk Management
Risk can come from a variety of sources such as financial markets, legal liabilities, natural causes, and events of unpredictable causes. As such, risk management consists of identifying, evaluating, and prioritizing the effect of uncertainty on objectives.
of experience
