866.518.8145

Risk Management

Risk management is a prioritization process whereby your risks with the greatest loss potential and the greatest probability of occurring are handled first. Risks with lower probability of occurrence and less poential loss are handled in descending order. We understand that balancing probability and risk can often be difficult and mishandled.

Futhermore, you face the difficulty of allocating resources. Risk management incurrs an opportunity cost. Resources spent on risk management could have been spent on more profitable activities. Therefore, we help you minimize spending while maximizing the reduction of the negative effects of risk.

Risks for individuals and families (Asset loss due to):

  • Estate and/or death taxes
  • Early or unexpected death (lost income, illiquid assets)
  • Unable to work due to disability
  • Need for home health care, stay in assisted living, or nursing home expenses
  • Market risk
  • Longevity – outliving your income/assets
  • Cost of health care
  • Legal liability
  • Fire, flood, accidents, theft, vandalism

Risk Management:

  • Insurance
  • Titling
  • Trusts
  • Incorporation
  • Planning
 
 
Are you ready to retire?
Click here for a
Free Booklet

Investment advisory services offered through Discipline Advisors, Inc. a registered investment advisor and securities offered through Triad Advisors, Inc.
Member FINRA/SIPC

© 2009 BlueChip Advisors, LLC. All Rights Reserved. | Sitemap
15600 Wayzata Blvd., Ste. 300, Wayzata MN 55391 • 866-518-8145