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Risk Management

An integral part in any financial strategy is to prepare for the unknown.  As an independent financial services firm, Highlander Financial Group has access to the full landscape of the insurance industry allowing our clients the ability to select from the products and services that best serve their needs.

Needs Based Approach

Part of the Highlander risk assessment process is to take detailed notes on your specific situation and then weigh needs against your current insurance portfolio.  This process allows us to make suggestions to our clients that may include recommending certain amounts, types, and even combinations of insurance plans.

Independent Strategy

Our independence allows us to work with a variety of insurance carriers, which affords us the ability to make sure that our clients have their risks matched to the right insurance company at the right time in their lives. Creating a market place for our clients is a key part of the Highlander difference.  

Many Different Risks, A Universe of Solutions

There are many different unkowns to insure against in financial planning and Highlander Financial Group understands this.   Below is a list of different insurances that Highlander Financial Group can help you to understand and possibly utilize:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Group Health, Life, and Disability Income Insurance
  • Business Insurance (Buy-Sell, Key Person, GEBA Plans)
  • Individual Health Plans

 

 

Casey Craig and Melissa Reaktenwalt are registered representatives of  and offers securities, investment adviory and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org) 530 Gaither Road, Suite 350, Rockville, MD 20850. 301-355-5800 Highalnder Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Licensed to sell insurance productsin the following states: DC, FL, MD, MI, NC, VA

Licensed to offer securities in the following states: MD, DC, VA, NC, MI, NJ, NY

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