Risk Management

Risk management is all about protecting what’s important. There are two primary parts to your risk plan.


Risk Management Planning and Services | Wright Associates

1.) Insurance. We conduct regular in-depth reviews for our clients on the following types of insurance:

  • Life Insurance
  • Long Term Care Insurance
  • Auto & Home Insurance
  • Disability Insurance
  • Umbrella Insurance
  • Health Insurance

2.) Estate. Almost everyone needs the same set of documents in place.

  • Named beneficiaries on all qualified accounts.
  • A written will
  • Powers of attorney
  • Medical directives
  • Trusts, as applicable.