Retirement and risk management
When most people think about risk management for retirement, one of the first things that often comes to mind is managing portfolio risk. Avidian clients can rest assured that our team of retirement financial advisors consistently monitors your portfolio for issues surrounding principal, purchasing power, and longevity, all with the goal of managing investment turns and volatility.
When building your financial plan, Avidian also takes into account another crucial aspect of risk management: insurance. Insurance acts as your last line of defense from the financial consequences of unforeseeable issues, including premature death, long-term disability, property damage, liability, etc. Our team can help review your current policies, check for gaps in coverage, and look for opportunities to optimize your coverage.