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Preparing your practice for the unexpected

  • by CWA
  • •    October 6, 2017
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When a CWA planner sits down with a client, part of working towards long-term goals involves laying the groundwork today in order to benefit in the future. Especially in today’s world, when we prepare for the future, we can’t ignore the possibility of the unthinkable happening. It’s important to consider the unpredictable, and that means guiding clients to be as ready as possible for disasters like flooding, hurricanes or other significant loss.

The planners here at CWA have worked with a variety of clients that have experienced significant loss this year due to wildfires and hurricanes. These “Acts of God” have caused so much damage, in some cases clients were unable to operate their business.

It is times like these that the fine print of your insurance coverage and your personal preparedness get the spotlight.

Together, the financial planners at CWA have compiled a disaster checklist – a list of things to you should consider to help you be as prepared as possible for a disaster. 

 

 

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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