Insurance & Risk Management Planning

Protecting you from potential financial risks is critical to preserving your wealth. We conduct a thorough review of all your current insurance policies, including life, health, disability, property and casualty, to see if your coverage is sufficient and appropriate. We can introduce you to third-party insurance agents or brokers who will review the companies, policies and programs you have in place to either better align your benefits or to reduce costs through a network of carriers. As your life evolves and your needs change, we will continue to monitor your coverage and proactively suggest adjustments when appropriate. While we offer a great deal of insight to guide you in this arena, Bordeaux Wealth Advisors receives no financial gain from any recommendations we give our clients so we remain fully unbiased.