Risk Management & Insurance Planning

RISK MANAGEMENT & INSURANCE PLANNING

Financially, our clients have been successful; they operate from a position of strength. But life is full of tribulation. Therefore, a major element of our approach is to focus on the pitfalls that could weaken the solidity of their position. We ask not just what could go right but, more importantly, what could go wrong. And not just with our core clients – also with their children and, in many cases, their parents. And we introduce different ways in which our client families might manage the numerous risks they might confront over time.

Health, long-term care, disability, and incapacity planning
Medicare eligibility & enrollment
Coordinate Property & Casualty insurance
Coordinate Life insurance
Asset protection strategies
Debt, leverage and credit strategy management

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New Hampshire

18 Congress Street - Suite 209

Portsmouth, NH 03801

(603) 431-3498

Maine

One Monument Square - Suite 601

Portland, ME 04101

(207) 523-1110

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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