Leading Risk Management Service
Risk Management
At FBB, we address the risks clients face throughout their lifetime—from health insurance to long-term care coverage. Although the landscape is ever-changing, we specifically identify how to address these challenges when planning each phase of a client’s financial life. Insurance can be overwhelming and scary. Our clients tell us that having their FBB team as their advocate helping them navigate the process and options helps alleviate stress and increases their confidence that they are properly protected.
Please contact us to learn more about FBB’s approach to risk management.
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Frequently Asked Questions
What is financial risk management?
Financial risk management involves identifying and mitigating potential threats to your wealth, such as market volatility, unexpected expenses, or inadequate insurance coverage.
How does FBB Capital Partners help manage financial risk?
We assess your entire financial picture and develop strategies to balance growth with protection, including diversification, asset allocation, and insurance coordination.
Do I need risk management if I already have a diversified portfolio?
Diversification is just one component. We evaluate risks like liquidity needs, income reliability, long-term care, and economic downturns to create a more comprehensive strategy.
How often should I review my risk exposure?
We recommend reviewing risk exposure annually or during major life changes (e.g., retirement, inheritance, business transitions) to ensure your plan continues to align with your goals.
Does FBB provide insurance products?
While we do not sell insurance, we advise on appropriate coverage types and can coordinate with your insurance providers (or introduce you to one) as part of your overall financial plan.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.