Risk Management
Plan for the expected and be ready for the unexpected.
We know how important it is to protect yourself and your assets from the unexpected. Don’t leave your loved ones exposed to financial hardship when you can proactively prepare for an unknown future.
Our advisors will analyze your financial plan, uncover potential risks and gaps, and make recommendations to mitigate any challenges. At Credent, we don’t sell insurance or make commissions from any products, so the recommendations we make are in your best interest. No one knows what may happen tomorrow, but there’s nothing more reassuring than being prepared.
Our expert advisors can help you:
Analyze your exposure with an annual audit that identifies areas of risk (taxes, estate, insurance), determines the impact on your financial plan, and uncovers any necessary updates.
Create a plan that ensures you can maintain your lifestyle if something happens to your main income stream.
Make the best decisions about insurance coverage.
Learn more about why risk management is an essential part of every financial plan:
Planning for the Cost of Long-Term Care
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. These are great aspirations to plan for, but unfortunately, none of us can predict the future, so it’s also wise to prepare for other...
3 Ways To Navigate Global Geopolitical Events and Stock Market Reactions
In an interconnected world, global geopolitical events have an undeniable impact on financial markets. In fact, members of our Investment Policy Committee identified geopolitical tensions as one of the reasons for the market volatility in mid-April 2024. From...
Keeping Your Feet on the Ground in Times of Change
Some life transitions, such as a career change, are planned, while others, such as job loss, are often sudden and unexpected. One common thread running through all transitions is the insecurity of wondering if you will have enough money to get you through each phase....