Personal Risk

The death of Elizabeth Edwards, aged 61 years, this past week brought personal risk to mind. Untimely loss of a loved one or public figure often does. I should know; I lost my mother when she was 60 also after a long struggle with cancer. Life is full of risks.

Personal risk is defined by investment advisors and insurance consultants as the risk of a loss occurring from death, illness, injury or unemployment. The insurance policies purchased, the money we save for a rainy day, and the active management of your investments aid with the financial side of loss. It is my life’s work to make certain that you, the client, have the best chance possible to financially recover from losses or, preferably, to avoid them altogether.

Providing education as to the most efficient ways to identify and address the risks that could create unacceptable losses to you and your family is a fundamental part of what I do. Please pay attention to the following:

Insurance policies need to be reviewed annually.

Debt agreements need to be evaluated regularly.

Investments should be actively managed.

You should understand what you have and why you have it.

Taxation and inflation are valid concerns.

Good health refers to your fiscal life too.

All of the above can be handled at The Linkous Group, Ltd. If you haven’t tapped into all of the resources I can make available to you, please let me know. I can help.

~Susan

Securities offered through LPL Financial

Member FINRA and SIPC