Insurance and Risk Management

Taking risk in life is inevitable, but making informed and calculated decisions can help mitigate potential negative consequences. When it comes to your health, life, and business, we help you select appropriate insurance coverage to keep your financial world secure.

Protect Against the Unexpected

Our advisors have years of experience helping people like you develop comprehensive risk management strategies. Here’s what you can expect when you work with us:

Our insurance planning and risk management process begins with a close look at your entire risk management portfolio. This includes both personal and business insurance like life, health, long-term care, disability, liability, and property and casualty insurance. We will discuss your portfolio with you as we begin to assess any current risks.

Your insurance needs shift over the years, and the risks you face may change as well. Our advisors will help you evaluate your current risks and work with your insurance professionals to help you protect against them.

Our advisors can do more than just recommend changes — we can also help facilitate those changes. Avalon Wealth does not sell insurance, but we can introduce you to trusted, independent insurance agents who can help execute coverage. If need be, we can also facilitate any paperwork and appointments you might need.

Part of assessing your current risk is determining whether you have the appropriate coverage. Our advisors have an outstanding working knowledge of the industry. If you are overpaying for poor coverage, we can help you find a new policy that’s favorable to you.

With proactive monitoring of your risk management portfolio, our advisors can quickly identify and address new and unexpected areas of risk. Time matters when it comes to risk management, and we’re committed to keeping you and your family protected.

Safeguarding Your Wealth

When it comes to insurance and risk management, Avalon Wealth puts your interests above all. Our fiduciary financial advisors are dedicated to offering independent, unbiased advice while fostering relationships built on trust and transparency.

Discover the Avalon Wealth Difference

At Avalon Wealth, we offer financial planning for every stage of life. Whether you’ve just sold your business, are planning to start a family, or are nearing retirement age, we can help you reach your financial goals.

If you want to learn more about investment planning or just want to see if we’re a good fit for you, contact us to schedule a complimentary meeting.