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Family Risk Management

Client Centered

We incorporate risk planning into your larger financial plan, so you can prepare for life’s curveballs while you build your wealth. 

Are you prepared for the unexpected? Even the best investment and financial plans can falter if you have not properly prepared for the risks that exist for your family. Should something happen to you or a family member such as disability, death or a long-term-care need, the careful planning and investing you have so diligently developed can become unraveled. As part of the planning process, we review your current situation, and make recommendations to assist you in being better prepared should the unexpected happen.

We take the time to get to know you, your family and your business to understand what you need in order to protect your assets. As your life changes, so do your income protection and insurance planning needs.

Whether you’re celebrating a marriage or a birth, we work with you to make sure your income protection strategies are up to date. 

At Couto DeFranco Wealth Management, we believe in being proactive. When you work with us to plan for the worst-case scenario, we’ll help you minimize the negative effects and get you back on track. 

Income Protection & Asset Preservation services offered include but are not limited to:  

  • Income Replacement 
  • Disability Protection 
  • Long-Term Care 
  • Liability and Umbrella Policies 
  • Creditor Protection 
  • Trust Management