Risk Review Process
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Wendell Charles is committed to providing quality, comprehensive financial advice to our clientele. An important, but often overlooked aspect of planning is the proper management of risks. Building wealth takes hard work and discipline, and we recognize the ‘defensive’ or ‘risk’ side of your financial plan is equally important to long-term investments.
Here is what you receive:
- Review your life, disability, and long-term care policies or provide quotes for first-time policies for cost, coverage amount, and carrier quality
- Compare your policies with up to 30 highly rated insurance carriers through our partnership with LPL Insurance Associates
- Examine your workplace benefits to determine coverage gaps
- Provide our ‘Gap Analysis’ and recommendation reports within 3-5 business days
