Risk Management & Insurance
Is your wealth protected from risk?
Unforeseen events can upend your financial picture if you’re not prepared. Your Rehmann advisory team designs solutions that fit your unique needs and help prevent pitfalls to your success, whether you are protecting your business or your private wealth.
Business owners
For business owners, our prime focus is helping you mitigate risk while supporting your overall growth. We ask the right questions to confidently design a plan of action against future unknowns as part of a larger strategy for your continued progress.
We don’t believe in one-size fits-all formulas — instead we believe in creating more flexibility with proven tools and risk-management practices that allow you to adapt and thrive in a range of potential scenarios. We do this without adding unnecessary products or costs.
The businesses we serve:
- Start-ups to large entities
- Closely held businesses
- Family businesses that want to protect generational wealth
Private wealth
What’s your definition of success? We aim to understand your goals and design a plan that protects what is most important to you. Combining risk management tools tailored to your needs and comprehensive estate planning, we’re here to help you put a plan in place to achieve your life goals.
Balancing your short-term and long-term objectives while considering your entire financial picture is how we operate.
The Rehmann Difference
We don’t just sell insurance. We offer solutions.
Insurance tools, including life and disability policies, are often practical and necessary for protecting your business and personal wealth from a range of risks. However, at Rehmann, we don’t just sell insurance policies, and as an organization, we actively avoid over-insuring our clients.
Our purpose is to advise you based on your needs, conditions, and priorities.
Prepared for a changing world
Financial products must keep pace with changing economic times, including market volatility and interest rate fluctuation. Your Rehmann team will conduct regular performance reviews on the tools we use to be certain they are working as intended and still your best option. We’ll help you keep everything in balance to secure what matters most to you.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.
Insurance Services offered through Rehmann Insurance Group.