Securing,
Protecting, and Enhancing Personal Wealth
Increasing
Net Worth
Building
the Foundation for the Future
Personal Risk Management
Our risk management and financial advisors will provide you with a comprehensive analysis of your personal liabilities and threats to your existing wealth (assets). Our goal is to help you preserve and protect your personal assets and build a solid foundation for the future. We accomplish these goals through a systematic approach that entails inventorying, evaluating, analyzing, and optimizing your entire asset portfolio.
Asset and Risk Documentation. Using the LWSORGA 100, a unique document management and filing system, we create a complete overview of all asset- and risk-related items. The LWSORGA 100 system includes inventory and risk evaluation worksheets available on CD-ROM or diskette.
Asset Valuation. Once we have a complete overview of your personal assets, we determine their market value. This entails an in-depth evaluation of all your investments, pension funds, and insurance policies to adjust gaps in coverage or excessive premiums.
Risk Analysis and Coverage. Next, we identify risk exposures and find ways to eliminate or minimize asset risks, personal liabilities, and property risks. Immediate insurance coverage is sought for significant risks, determined through a rating and prioritization process that assesses severity and longevity of impact.
Wealth Optimization. Finally, we will help you create a 10-year personal financial plan including budgets, wealth accumulation and creation techniques, and implementation objectives with timelines. Our qualified financial advisors will suggest simple and practical ways with which you can secure, protect, and enhance the value of your assets and increase your net worth.
