Risk Management and Insurance

Everyone hopes their retirement goes off without a hitch.  However, this is rarely reality.  Volatile investment markets, health care events, unexpected deaths of loved ones, and sicknesses or injuries that force you out of work are all parts of life. 

On any given day, something could happen that could derail the life plan you have worked so hard to achieve.  This is why identifying these risks and putting proper tools in place to protect yourself is so important. 

At Pacific Crest Planning, our planning process addresses retirement risks and provides recommendations for managing them.  Our goal is to help make sure you can still follow your plan, even when life does not unfold the way you had expected it to.