Risk Management and Insurance Planning


As a natural part of life, there are many risks that threaten your well-being and financial security. Even when a strong financial plan is implemented and monitored, it can quickly become worthless if there is no preparation to protect it against the unexpected.

At Longview, we take the time to thoroughly inspect your situation as we consider the unexpected and move forward with recommendations and considerations to mitigate potential risks. While there are an array of strategies to consider when protecting you against the unexpected, we work to ensure that you are adequately covered based on your needs and expectations.

Some of the risks that we look at and consider within all of our financial plans may include:

  • Premature death
  • A long-term health care need
  • Disability that limits income and earnings potential
  • Liabilities and litigations against you or members of your immediate family
  • Adequate protection of your business from a current and legacy standpoint
  • Protection for your property such as a home, automobiles, vacation or rental properties, or a boat