As our clients accumulate assets and wealth, they become increasingly concerned about protecting that wealth against unforeseen risks of loss. Managing the risk associated with wealth accumulation can be a complicated process, especially for those with both financial and non-financial assets, public or private business interests, and various properties.
As part of the broader financial planning process, Aurora will review your health and long-term health care coverage; evaluate income replacement and disability coverage; conduct a surviving spouse income analysis; and assess the risk exposure and adequacy of coverage in your homeowners, automobile, and personal/professional liability coverage.
Importantly, Aurora does NOT sell any insurance products; therefore we can act as your objective advisor when we put together your financial plan and include an analysis of your insurance and risk management. If our analysis suggests changes in your coverage or risk management, we can assist you in obtaining adequate coverage—but again, without earning any fees from those recommendations.