“All of life is the management of risk, not it’s elimination”, Walter Wriston

Risk Management

It is important to know what may go right with your financial plan. At Gleason Capital Advisors we believe it is more important to understand what factors may negatively impact your path to success.

Some common examples include:

  • Market volatility.
    • We monitor your portfolio performance against industry benchmarks as well as your risk profile and tolerance level.
  • Illness, disability, or injury.
    • Our team provides disability insurance programs represented by many of the top carriers in the world to ensure that should you lose your income, your needs will be met.
  • Long term care needs for health as you get older.
    • With healthcare challenges for retirees, we assist our clients in making the choices for long term care needs to cover any unforeseen medical challenges.

Gleason Capital Advisors has over 28 years of professional experience to help identify these risks and will focus every effort to protect you and your family against them.

*Guarantees are based on the claims paying ability of the issuing insurance company.

Contact one of our financial advisors to request a complimentary consultation.