Financial Risk Assessment

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Nonprofit Services

Financial Risk Assessment for your Nonprofit

Mitigate the complexities of retirement with our Retirement Risk Management service. From longevity risk to tax-rate risk, we offer personalized strategies to ensure a secure and comfortable retirement. Safeguard your financial well-being with expert guidance tailored to address key retirement risks.

  • Longevity Risk

    For individuals, longevity risk means the possibility of outliving their retirement savings. The risk is especially relevant as life expectancies increase, and people spend more time in retirement.

  • Sequence of Return Risk

    Sequence of return is the risk that the market declines in the early years of retirement. What happens if the market declines by 20% in the year you retire?

  • Tax-Rate Risk

    The risk is that taxes will be higher in your retirement years than they are now reducing retirement income. With the current federal deficit is predicted that the rates will most likely be higher in the future. The top marginal tax rate in the year I was born was it is 37%

  • Inflation Risk

    Inflation risk is a decline in the purchasing power over time. It is normal to have an approximate 3% inflation rate was 7.5% in 2022.

  • Long-Term Care Risk

    The risk of needing long-term care is almost 50% with a national average of 18 months. The cost of a long-term illness can be devastating to retirement funds.

  • Withdrawal Risk

    Withdrawal risk is an important factor to consider when planning for retirement, as it can affect one’s quality of life and financial security in the later years.

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Retirement Shield Assessment

Unveil the power to shield your retirement with our exclusive Retirement Shield Assessment. Act now to receive a complimentary analysis tailored to your unique financial landscape. Safeguard your future – because a worry-free retirement begins with strategic risk management.



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Frequently asked questions

Get clear and concise answers to common questions about nonprofits. Learn about our valuable insights and address uncertainties that you might have about our services and their benefits.

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We work with a diverse range of nonprofit organizations, including those focused on education, healthcare, environment, and more. Our strategies are adaptable to various sectors and missions.

We believe in tailored solutions. We begin by thoroughly understanding your organization’s challenges, goals, and unique attributes. This insight guides us in crafting strategies that align precisely with your mission.

Our expertise caters to nonprofits of all sizes, from small grassroots organizations to established institutions. Our strategies are scalable and adaptable to your organization’s needs. While larger nonprofits might have specialized departments, our services are especially beneficial for smaller organizations seeking comprehensive support to optimize their operations and growth.

Our services offer numerous benefits, including enhanced operational efficiency, increased donor engagement, improved fundraising success, optimized board governance, and more. Each service is designed to drive nonprofit growth and impact.

We stay current with industry trends, regulations, and best practices. Our team continuously updates our strategies to ensure they align with the evolving needs of the nonprofit sector and provide effective solutions.

Yes, we’re committed to your long-term success. We offer post-implementation support, ensuring that the strategies we implement continue to deliver results. Our team is here to answer questions and make adjustments as needed.

Yes, many of our strategies are designed to optimize fundraising efforts. From grant writing to donor engagement tactics, our services can help you attract more funding and support for your cause.

Getting started is simple. Reach out to us through our contact form, phone, or email. We’ll schedule a conversation to learn about your organization’s needs and discuss how our strategies can support your goals.

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