STRATEGIC WEALTH, LLC
  • About Us
    • Our Beginning
    • Why Us?
    • Services & Fees
  • What We Do
    • Personal Planning >
      • Family Bank
      • Retirement Planning
      • Investment Management
      • Charitable Planning
      • Risk Management
      • Social Security Optimization
    • Business Planning >
      • Expense Reductions & Tax Credits
      • Business Valuations
      • Buy-Sell Agreements
    • Case Studies
  • Client Access
  • Articles
  • Contact Us

Risk Management

In life, bad things sometimes happen. That is why it is important to understand risks, manage them when possible, and to purchase insurance when appropriate. Because insurance is so rarely understood by most people, insurance companies are sometimes able to charge higher rates than a competitive environment would normally allow. 

That is why insurance is an area of your financial life where savings can be found, and it is a key reason why we evaluate your insurance when building your financial plan. 


What do we evaluate?
  • Life insurance - personal needs, estate tax liquidity, key person, and buy-sell agreements
  • Disability insurance - personal needs, business overhead, buy-sell agreements
  • Long term care insurance
  • Home, auto, and umbrella insurance 
  • Business/Commercial insurance​

We are licensed for life, disability, and long-term care insurance.

For property and casualty insurance (personal or business), we outsource the evaluation to others who have an expertise in analyzing your coverage and who represent multiple insurance companies. 

Contact us to learn more. 

SERVICES

INVESTMENT MANAGEMENT

SOCIAL SECURITY OPTIMIZATION

RISK MANAGEMENT

VALUES-BASED PLANNING

CHARITABLE PLANNING

RETIREMENT PLANNING

​​BUSINESS PLANNING


POPULAR ARTICLES

​Title Fight: US vs China

The Desire to be Better

New Tax Law: What It Means to You
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​Owners, Employees, & Money
​

​The Obituary that Changed the World
Strategic Wealth, LLC | 5957 Shiloh Rd, Suite 114 | Alpharetta, GA 30005 | (678) 456-5060
  • About Us
    • Our Beginning
    • Why Us?
    • Services & Fees
  • What We Do
    • Personal Planning >
      • Family Bank
      • Retirement Planning
      • Investment Management
      • Charitable Planning
      • Risk Management
      • Social Security Optimization
    • Business Planning >
      • Expense Reductions & Tax Credits
      • Business Valuations
      • Buy-Sell Agreements
    • Case Studies
  • Client Access
  • Articles
  • Contact Us