Manage Your Personal Risk

Gain Control Over the Unexpected

Each day, we take steps to do what’s best for our families and our finances. One important area individuals often overlook is considering how they can prepare themselves for the unexpected.

When you consider what the future may hold and spend time developing goals for your family and finances, you can prepare for what may come next.

Our Personal Risk Assessment looks at six different areas of your life to help you uncover strengths and weaknesses. This overview gives you powerful knowledge so that you can take steps to better protect your family.

Emerging Risk

Spend time identifying and understanding the unique risks that could impact your family and finances - from identify theft to new drivers and just about everything in between.


Insurance can only protect you when it adequately addresses your risks. Get a customized view of how you can improve policies and improve your peace of mind.

Estate Planning

No one likes to think about tragedy striking, but you can leave your family better prepared to cope if you take the time to review your financial, life insurance and disability options.

Valuable Item Inventory

Make sure you know exactly how much your property is worth. It's easier to catalogue your valuables when they are in front of you, not after an unexpected loss.


Technology has the power to make the complex simple, and the simple efficient. Make sure it is working for you, and not against you.

Emergency Preparation

After an emergency, information is king. Make sure you have all appropriate documents readily available in a safe and secure place.

Contact Us for Your Custom Assessment

Get started today on your journey to recognize, understand and control risk. Contact CAI and, together, we will build a better plan that helps you protect what matters most.