Risk Management
Risk management involves the shifting of financial risk from one party to another, usually in the form of insuring a risk. From a financial and retirement planning perspective, the most common types of risk management involve planning for:



    (1)  premature death vis a vis adequate life insurance coverage to either create         and estate and/or income for loved ones;

    (2)  long term care and catastrophic illness through the use of a stand alone long        term care policy or a linked benefit policy that contains both a life insurance        and long term care component; and

    (3)  the elimination, reduction or minimization of estate taxes.


Risk management is a crucial part of a sound financial and retirement plan. Shari Mattingly-Bevan has the necessary expertise required to assist clients in all facets of risk management. Please telephone (864) 283-6906 for additional information.