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Risk Management and Insurance Services

Client Centered

While calculated business and financial risk is often the hallmark of successful enterprises, managing this risk on a day to day basis is of critical importance. Pacific Coast Wealth Strategies assists companies to identify and models these risks with an objective of quantifying them. We subsequently design effective structures to assist in isolating and hedging them. These strategies include:

  • Buy/Sell Agreements
  • Key Person Insurance
  • Disability Income and Overhead Funding