Risk Management
Risk Management in finance is mitigating the adverse effects of loss by continually identifying, analyzing, and evaluating areas effected by loss. Some types of loss are property, income, liability, personnel, and health.
Building a strong strategy beginning with a financial plan is first. Understanding client risk and clarity of these risks is important. Planning for the effects of loss and adjustment of the financial plan, is important and needs adjusting throughout life as client goals and needs change.
Once risk is identified, it is important to educate the client so he/she can make a sound decision how to proactively treat the threat. Continued monitoring of this threat so if the risk changes along life transitions adjustments can be made.
Contact
info@beefinancialpartners.net
832-698-2010
9950 Cypresswood Drive,
Suite 200, Houston, TX 77070
Investment advisory services are offered through Bee Financial Partners Wealth, a Registered Investment Advisor. Investments through Bee Financial Partners Wealth are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.