Risk & Insurance Strategies

Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

MarsJewett can help you develop a strategy to insulate your family from unforeseen risks.

Risk is an inherent fact of life. Risk, by definition, means the possibility of multiple outcomes, some of which may not be favorable. Risk management is an area of financial planning that addresses the need to guard against the unexpected. Though hardly the concern of most investors, it is a fundamental part of financial planning. A strategy can include personal insurance, liability insurance, and life insurance.

At MarsJewett, risk management is a component of every well-crafted financial plan. The death or disability of a business owner or a primary wage earner, a long-lasting illness, a lawsuit against your company or professional practice, damage to or loss of real-estate – these are all potential risks that we often address in the planning process. We can also connect you to resources to help you shop for, purchase, and manage different insurance products that will fit your plan.

EDUCATIONAL RESOURCES

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

October 2020 T. Rowe Price Webinar Notes

October 2020 T. Rowe Price Webinar Notes

On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...