About Us

Risk Resource insures life’s risks by providing a single-source solution for a wide range of financial services that protect our clients and their families. With four decades of experience in insurance planning, we partner with our clients to navigate the full spectrum of financial tools by exploring all options and customizing plans that meets their unique needs. We understand that every need is different which is why we represent over 100 insurance carriers. This gives us the flexibility and freedom to find the right solutions for each of our clients.

Our Full Service Approach

Our full-service approach and track record of success has earned us the reputation as a leading provider of financial planning resources, including: life insurance, disability, critical illness, long-term care, annuities, estate liquidity solutions, wealth accumulation, and executive benefits. Based in Scottsdale, Arizona, we have the pleasure of serving thousands of clients and their families throughout the Phoenix Valley and beyond for over 40 years. Our expertise is called upon by individuals, families and businesses across the country – and we’ll go wherever we are needed to turn goals into a reality. For three generations, our creativity, dependability, integrity and partnering approach has led to the long-term success and protection of the clients that we proudly serve nationwide.

Specializations

Nathan S. Sachs, CLU, ChFC, CFBS, CTP

Nate Sachs is the founder and owner of Blueprints For Tomorrow and Risk Resource. He has four decades of experience in succession, contingency, and key employee retention, and is also an author, credentialed national speaker, and adviser to over two thousand entrepreneurs. Nate’s overall goal is to get business owners to work on their business instead of in their business.

In 1983, Nate moved to Phoenix, Arizona and in 1985, founded Blueprints For Tomorrow in Scottsdale which specializes in working with closely held businesses. His company has built a network of successful clients who have created an invaluable strategic partnership with Blueprints For Tomorrow.

Being an Indianapolis, Indiana native, Nate graduated from Indiana University with a degree in finance and was president of the Alpha Epsilon Pi fraternity. He went on to receive the Chartered Life Underwriting Designation from American College in Bryn Mawr, Pennsylvanian in 1985, the Chartered Financial Consultant designation in 1987, and the Certified Business Specialist designation in 1995. In 2014, Nate became a Certified Transition Planner with the Transition Planning Institute in Boston, MA.

With passion, Nate frequently lecturers across the country to business owners on various topics, having spoken to over 500 organizations. He has published over 200 articles and is a sought-after expert resource for publications about strategic business planning and exit strategies. Out of 150 speakers in their first year speaking for Vistage International, Nate received the Speaker of the Year award and to date, delivers 75-100 presentations a year.

Nathan S. Sachs, CLU, ChFC, CFBS, CTP
natesachs@blueprintsfortomorrow.com

Ian Sachs, FSCP®

Ian Sachs is the Managing Partner of Risk Resource where he provides leadership and direction for the company’s insurance and marketing functions. He is also responsible for overseeing the development, management, and overall satisfaction of new and existing clients.

Guided by the example of his Father, Nate Sachs, and a lifelong passion for helping people and adding value to the lives of others, Ian proudly joined the family business shortly after graduating from Indiana University in 2012. Since then, he has fully immersed himself into the world of insurance and financial planning under the guidance of Nate’s four-decades of experience.

Shortly after joining Risk Resource, Ian identified a need for insurance planning among his underserved age group. He developed and launched the Future Leaders Division of the company in 2015 with tailored programs to meet the needs of young people, newly married couples and closely held businesses and entrepreneurs. As a result, he has helped hundreds of clients across the country get the coverage they need and establish wealth accumulation vehicles for the future.

Growing up in Scottsdale, Arizona, Ian takes pride in serving his community and is an active member of several philanthropic and community organizations. When he’s not at the office, Ian is serving as President of the Jewish National Fund’s JNFuture Arizona Board. He also enjoys spending time with his wife, golfing, reading and watching Science Fiction movies.