Risk Management & Personal Financial Management

To some people, risk management means protecting tangible assets like your place of business, home and car. But to the people of Savage & Associates, it means safeguarding your quality of life through your working years, to retirement and beyond.

Savage and Associates - Risk ManagementWe focus our risk management approach on:

  • Helping you achieve financial goals through the development of a comprehensive financial strategy.
  • Protecting your income and assets from financial disaster due to illness, injury or death.
  • Preserving what you've worked hard to build through the creative application of a full range of business and estate planning services. Savage & Associates' risk management products and services include:

Personal Financial Management
Survivor Benefit Planning • Salary Continuation/Disability Planning • Wealth Creation Planning • Retirement Planning • Educational Funding • Mortgage Reduction Planning • Health Care Planning

Insurance
Life Insurance for Individuals and Business Owners • Disability Income Insurance • Group Life and Health Insurance • Health Insurance for Individuals • Long-term Care Insurance

Business Continuity
Business Succession Plans • Buy and Sell Agreements • Business Insurance Analysis and Funding • Family Consulting • Business Continuity Trusts

Estates and Trusts
Will Planning • Testamentary Planning • Living Trusts • Generation Skipping Trusts • Charitable Remainder Trusts • Charitable Lead Trusts • Family Limited Partnerships • Wealth Preservation Consulting

Savage & Associates offers all the resources you need to get the results you want. To learn more, call 419-475-8665 today.

Neither Walnut Street Securities nor any of its representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects.