Broker Check

Risk Management

Client Centered

At Champlain Wealth Management, we identify potential risks in advance by analyzing them and taking precautionary steps to reduce or eliminate the risk. As it relates to individual financial planning, risk can be identified as the following:

  • Premature Death: The inability to take care of one's obligations in the future is a concern to all. Examples of this include mortgage commitments, income replacement for loved ones, or education funding.
  • Disability: The potential loss of income while of working age must be considered.
  • Long-Term Care: Medical care associated with either in-home or facility medical services can be financially and emotionally burdensome to a family. Additionally, these circumstances can dramatically change someone’s financial security.

Our team analyzes and quantifies these risks in order to avoid over-insuring or under-insuring. We help prepare clients for the emotional burden of being unprepared for risk by providing real-life experiences as examples. If you are interested in learning more about the risks involved with planning for your financial future, feel free to reach out to us and we’ll be happy to answer any questions you may have about the process.

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