Coldstream Wealth Management | Risk Management
21621
page-template,page-template-full_width,page-template-full_width-php,page,page-id-21621,tribe-no-js,tribe-bar-is-disabled,,select-child-theme-ver-1.0.0,select-theme-ver-3.7,stockholm-child,wpb-js-composer js-comp-ver-5.0.1,vc_responsive

Risk Management

MAKING SURE THE BACK
DOOR IS LOCKED

Risk Management

MAKING SURE THE BACK DOOR IS LOCKED

The real risk
is doing nothing.

We help you identify the gaps in your wealth management strategy and shore up
your defenses so you’re prepared to weather any unexpected bumps in the road.

As the saying goes, you make your plans, and then life happens. At Coldstream, we help you identify and prepare for the the non-investment-related risks that can derail your life or financial stability. We provide a comprehensive insurance review that examines risk from all angles, including access to our in-house property and casualty insurance experts at Fit Insurance.

Examining and managing risk from all angles:

  • Property & Casualty – Protecting valuable assets
  • Liability – For your actions or association
  • Healthcare – Balancing quality, cost & specific needs
  • Income – Ensuring ongoing income if you can’t work
  • Survivorship – Protecting your survivors if you die
  • Estate – Funding the cost of estate settlement

The real risk
is doing nothing.

We help you identify the gaps in your wealth management strategy and shore up
your defenses so you’re prepared to weather any unexpected bumps in the road.

As the saying goes, you make your plans, and then life happens. At Coldstream, we help you identify and prepare for the the non-investment-related risks that can derail your life or financial stability. We provide a comprehensive insurance review that examines risk from all angles, including access to our in-house property and casualty insurance experts at Fit Insurance.

Examining and managing risk
from all angles:

  • Property and Casualty – Protecting valuable assets

  • Liability – Liability for your actions or association

  • Healthcare – Balancing quality, cost & specific needs

  • Income – Ensuring ongoing income if you can’t work

  • Survivorship – Protecting your survivors if you die

  • Estate – Funding the cost of estate settlement

The real risk
is doing nothing.

We help you identify the gaps in your wealth management strategy and shore up your defenses so you’re prepared to weather any unexpected bumps in the road.

As the saying goes, you make your plans, and then life happens. At Coldstream, we help you identify and prepare for the the non-investment-related risks that can derail your life or financial stability. We provide a comprehensive insurance review that examines risk from all angles, including access to our in-house property and casualty insurance experts at Fit Insurance.

Examining and managing risk from all angles:

  • Property and Casualty: Protecting valuable assets

  • Liability: Liability for your actions or association

  • Healthcare: Balancing quality, cost & specific needs

  • Income: Ensuring ongoing income if you can’t work

  • Survivorship: Protecting your survivors if you die

  • Estate: Funding the cost of estate settlement

A Coldstream Case Study:
Accidents

Cindy, a 60-year-old woman and her second husband Bob (63) are enjoying their last few years of working, but are excited for their upcoming retirement in 2 years.  She is an administrator in the U.S. Passport Office and he is a senior engineer at a large avionics manufacturer. They have one son together and they each have a child from prior marriages.  They have been good savers and have accumulated almost $3 million dollars in investments including their respective employer retirement plans. They have no debt and there are no outstanding college costs for them or their children. Bob will have a $600 per month pension from a prior employer and both he and Cindy will get Social Security benefits near the upper payout range.

Cindy, a 60-year-old woman and her second husband Bob (63) are enjoying their last few years of working, but are excited for their upcoming retirement in 2 years.  She is an administrator in the U.S. Passport Office and he is a senior engineer at a large avionics manufacturer. They have one son together and they each have a child from prior marriages.  They have been good savers and have accumulated almost $3 million dollars in investments including their respective employer retirement plans. They have no debt and there are no outstanding college costs for them or their children. Bob will have a $600 per month pension from a prior employer and both he and Cindy will get Social Security benefits near the upper payout range.

Spotlight

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.