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.
