Protecting your assets against risk exposure to unsuccessful business ventures, lawsuits, accidents, and illness is a necessity in a well-designed financial plan.
CPA can help protect you by identifying and implementing risk management plans. The solution may be as simple as making minor adjustments to an existing insurance policy, or adding additional homeowners’ liability coverage.  We may also work with insurance and risk management specialists in order to develop a complete, custom-made plan to preserve assets with the arrangement of trusts and family partnerships, and adequate insurance coverage.

While each individual’s and family’s situation is different, our advisors will work with you to create the optimal solution for your specific needs.

*We, in conjunction with our strategic partner with Marco Wu Insurance Agency, help arrange commercial, disability, and medical insurance for employers.