Risk Management

Risk Can’t Be Avoided. But It Can Be Managed.

Risk is an inherent part of life—the trick is to minimize unnecessary risks so that you can continue to grow and thrive while protecting the things that matter most. At Zircon Financial Services, we specialize in all aspects of risk management, helping our clients to protect their families, preserve their wealth, and ensure the continuation of their personal legacies.

Protect Your Family with the Right Insurance

Nobody wants to be confronted with their own mortality. But good life insurance planning is central to a successful financial plan. Building wealth and accumulating assets won’t always protect your family if something should happen to you—but life insurance can.

Of course, insurance isn’t just a matter of life and death. Additional insurance coverage, such as disability insurance and long-term care insurance, can provide for your care and help support your family should you be unable to work due to illness or injury.

Having the right type of insurance and the right amount of coverage can provide for your family in the event of your death, and give you a sense of security that they will always be protected.

Preserve Your Estate for Your Heirs

Estate planning is another key element in mitigating life’s inevitable risks. The legacy you leave behind should be protected, and the best way to do that is to have a clear and well-documented estate plan. We can work alongside your estate attorney to ensure your estate plan is complete, and provide the necessary support to see that it’s carried out according to your wishes.

Plan for a Loved One’s Care

Risk management isn’t always about having yourself covered. Many of our clients have found themselves responsible for the care of a loved one, particularly aging parents, and that care can prove to be financially difficult for many. It’s important to plan for long-term care of your loved ones, so that you can provide them with the care that they need and deserve without straining your personal finances.

Learn More about Senior Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jnwpowell@securitiesmail.com | 703-337-2933