Personal Risk Planning and Mitigation Services

We all have to expect the unexpected.  Unfortunately, the unexpected is generally not inexpensive.  Fortunately, a strategic approach to insurance products can help mitigate the financial fallout from almost any event.

Your AKM CPA can help you identify potential risk exposures, evaluate your current insurance policies, and plan for future coverage needs.  We offer:

  • Risk assessment
  • Individual insurance review for:
    • Life insurance
    • Medical insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance
    • Liability and umbrella policies
  • Insurance planning and selection

Count on us to cover your back.

Note:  Some services are offered in conjunction with carefully screened third party providers.