INSURANCE AND RISK ANALYSIS

At Oaks Financial Management we approach the decisions surrounding insurance with the same analytical approach employed in all financial issues. The question is how to properly manage risk while keeping insurance affordable and within budget.

If the decision is to insure, other elements in your overall investment strategy are affected. We work with an insurance professional to thoroughly review the choice of provider and the level of coverage, with an eye toward cost, service and the net benefit to you.