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Risk Planning

Risk planning is identifying, monitoring, and managing risk in your financial portfolio. Our risk management plan is the financial plan that will help you prepare for the unexpected curveballs in life. 

By considering probable risks or events before they happen and having a plan in place, you can save money and protect the future of your assets by minimizing your risks now. 


Valley Financial Group offers the following Risk Planning and Management services:
  • Life Insurance needs analysis
  • Long-term care needs analysis
  • Debt analysis/reduction
  • Portfolio risk analysis
  • Healthcare Assessment
  • Disability insurance needs analysis
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