Risk Management and Asset Protection Strategies
As experts in multiple disciplines, the principals and staff at Budros, Ruhlin & Roe, Inc. advise clients using our proprietary process, The Risk Management AssessmentTM. All areas of risk should be examined, including life and disability insurance sufficiency, health insurance adequacy, and long-term care insurance necessity, as well as whether home, auto, and umbrella insurance policies adequately cover all property and liability risks.
We do not sell insurance policies or products; our goal is to assist you in determining your real risks and the amount of insurance coverage required to sufficiently manage those risks. We can also help you find the most cost-effective policies that meet your needs.
In today’s times, asset protection is as important as asset growth. We help our clients determine the best strategies for them: business succession plans, trusts, limited liability companies, or other structures.