Freedom isn’t just about having money in the bank. It's about having the right financial professional to help you put the pieces of the puzzle together for a complete roadmap to your future. At Risk Management Group, we've been doing that for more than 40 years. This family-owned company was started by my Dad as an insurance brokerage back in 1965. It grew into a full-service financial firm when we realized our clients needed more.
I became a stockbroker right out of college. My experience motivated me to become one of the first Certified Financial Planners in the country, because I saw clients investing without goals or a real sense of purpose. As a Certified Divorce Financial Planners, I help families work through that transition wisely, and I trained in mediation at the Harvard Negotiation Project. I enjoy being "deep in the weeds" of theory and practice. But as an adviser I've learned that most clients don't want to become experts in finance. So I became an expert a translating all that knowledge into simple, practical advice to help you take control of your finances and your life.
No one wants to admit what we don't know - especially about our money. Most people are uncomfortable tackling money issues, so they wait until they can't wait any longer. At Risk Management Group, we work towards creating a confident environment for making important money decisions, and guide you every step of the way, so you can focus on building a life you enjoy, and a legacy you can be proud of.
Contact us today. Let's talk about how Risk Management can help you achieve your goals. I look forward to meeting you.
All the best,
Jamie Lapin, CFP® CDFA