As your CPA, we can provide risk management and insurance planning services depending on the needs of our clients, including some or all of the following: 

•    Identifying risks to the client's life, health, property, and finances.
•     Evaluating risks by considering the potential severity and likelihood of loss.
•    Developing a comprehensive set of risk management strategies, including the purchase of insurance
•    Making specific recommendations regarding insurance carriers and policy provisions.
•    Reviewing existing and proposed insurance policies to verify that risks are appropriately managed.
•    Selecting from among alternative insurance policies.
•    Providing specific policies, if appropriately licensed, and all professional responsibilities regarding compensation are properly addressed.