Risk Management

Risk Management

At Meath Financial, we work closely with you to uncover risks that could disrupt your path towards financial freedom. By cost-effectively transferring risk to an insurance company, we minimize the financial damage of catastrophic or unanticipated events. Insurance is a cost efficient way to fund:


Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax and estate tax free, if structured properly.


Protects your income in the event of your inability to work prior to financial freedom.

Long-Term Care:

Provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.