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Risk management is crucial in preserving and growing wealth. At Encompass Financial, we provide comprehensive risk management services designed to protect your assets and mitigate financial uncertainties. Our team works closely with you to identify potential risks, from market volatility to unforeseen life events, and develops tailored strategies to minimize their impact.
Evaluation of potential financial risks based on personal goals, assets, and liabilities.
Analysis of existing life, disability, and long-term care insurance coverage to ensure adequate protection.
Regular assessment of investment portfolios to balance risk and return, including diversification strategies.
Implementation of legal and financial tools to safeguard assets from creditors, lawsuits, or unforeseen liabilities.
Strategies to mitigate risks associated with personal or business liabilities, including debt and legal exposures.
Creation of structures like trusts to protect assets and reduce estate tax burdens.
Establishment of a cash reserve to cover unforeseen expenses or emergencies without disrupting long-term financial goals.
Use of hedging, diversification, and other strategies to protect investments from market volatility.
For business owners, strategies to ensure financial stability in the event of illness, disability, or death.
Implementing measures to safeguard personal financial information and prevent identity theft or cyber fraud.
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