Risk Management

EisnerAmper Wealth Management knows that identifying any insurance coverage gaps and closing those gaps is crucial to your current insurance planning needs. That’s why we will review your coverage and documents pertinent to your financial plan and guide you on how to best implement recommendations. Through our process we will:

  • Identify and evaluate the risks to you of any unforeseen and unplanned events
  • Review the status and provisions of your estate plan’s final wills, power of attorney and medical objectives
  • Prepare a plan with a documented review process which evaluates progress toward your goals