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Risk management.Asset protection planning manages risks to your wealth.
Lawsuits, accidents, property damage and other financial risks are facts of everyday life.
During asset protection planning, we aim to transfer the risk of these events through:
- Insurance
- Repositioning asset ownership
- Other protections available under the law
Genetics and lifestyle also affect your risk profile. Eating poorly, being overweight, failing to exercise, smoking, driving unsafely and not wearing a seatbelt will increase your insurance premiums. On the other hand, making healthier lifestyle decisions can help to reduce your insurance premiums.
While you have no control over your genetics, you do have control over how you live your life. We’ll reveal how making healthy choices can not only improve your general health and wellness, but can also have a direct impact on your health care costs and finances.
Business risk management
Business risk management identifies your options for handling risks. Certain factors can have a huge impact on how safe your personal and business assets are from risk. These include:
- The type of business you own
- The state you choose to do business in
- How you manage your business
- Your human resources
- Your taxes
Read more about business risk management here.
Coming Up!
Join
us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"Learn from the mistakes of others. You can't live long enough to make them all yourself."
- Eleanor Roosevelt
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