Risk Management

Risk management, or insurance planning, is a key component to an overall financial plan.  It’s the part of the plan that deals with the “what-ifs” and must be addressed as part of the overall planning process. We believe that we swerve you better by integrating risk management services into our service offering.

We offer risk management services and solutions through our affiliated insurance agency, Bannerman Insurance Group, LLC, an insurance agency registered in the state of Michigan.

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