Freedom isn't just about having money in the bank. It's about having the right financial professional to help you put the pieces of the puzzle together for a complete roadmap to your future. At Risk Management Group, we've been doing that for more than 40 years. This family-owned company was started by my Dad as an insurance brokerage back in 1965. It grew into a full-service financial firm when we realized our clients needed more.
I became a stockbroker right out of college. My experience motivated me to become one of the first Certified Financial Planners in the country, because I saw clients investing without goals or a real sense of purpose. As a Divorce Financial Planner, I help families work through that transition wisely and I trained in mediation at the Harvard Negotiation Project. I enjoy being "deep in the weeds" of theory and practice. But as an adviser I've learned that most clients don't want to become experts in finance. So I became an expert at translating all that knowledge into simple, practical advice to help you take control of your finances and your life.
No one wants to admit what we don't know - especially about our money. Most people are uncomfortable tackling money issues, so they wait until they can't wait any longer. At Risk Management Group, we work towards creating a confident environment for making important money decisions, and guide you every step of the way, so you can focus on building a life you enjoy, and a legacy you can be proud of.
Contact us today. Let's talk about how Risk Management can help you achieve your goals. We look forward to meeting you.
All the best,