Our services.
Risk Management Guidance.
GoalVest wants our clients to feel comfortable. We understand that effective risk management is crucial for long-term financial security. The purpose of risk management is to minimize potential financial and other losses that may arise from various risks affecting your assets, business, or health. To ensure our clients are well-prepared to address these risks, GoalVest offers guidance and support in areas such as disability insurance, life insurance, and long-term care planning. In order to provide comprehensive solutions, we have partnered with insurance specialists who can assist our clients throughout their financial journey.
Terms Defined:
Risk Management- identification of all potential hazards/loss that a risk may experience and measuring them against the individual/firm’s tolerance to them
Disability insurance- protects against loss of income due to disability
Life insurance- covers risk of premature death
Long-term care planning- health, personal, and support services planning for when elderly
