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Succession Planning

Contingency Planning

Risk Managament

Life Insurance

We provide advanced life insurance solutions
for wealth transfer and business planning.

Risk Resource – Insuring Life’s Risks

Risk Resource is a nationally recognized financial services company that specializes in risk management and succession planning. We design and implement financial solutions to better prepare individuals and businesses for the future.

Based out of Scottsdale, Arizona since 1983, Risk Resource is a third-generation business. Our integrity, creativity, and partnering approach has led to the long-term success and protection of thousands of families across the country.

Featured Articles

Is it Time for a Life Insurance Audit?

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Phoenix Business Journal | Executive Inc.

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Risk Management

Our track record of success at Risk Resource has earned us a reputation as an industry leader in life insurance, disability insurance, long-term care insurance, critical illness insurance, and annuities. We understand 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.

Schedule an appointment with us today to discuss your current insurance situation. We take a holistic approach to reviewing inforce insurance policies and reviewing new ones.

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Free Guide: How to Escape the Retirement Tax Trap

This short guide from Risk Resources reveals proven strategies that you can use to build wealth and significantly minimize taxes in the future.

Succession Planning

Risk Resource Main OfficeIs your family, your business, and the families that depend on your business prepared to live with the consequences if you do nothing? Our proprietary Blueprints For Tomorrow™ program is designed to work directly with closely held businesses to create customized strategies and solutions that covers contingency, succession, exit, and transition planning.

As a third-generation company with over 40 years in the industry, we have had the pleasure of serving over 3,000 business owners and their families across the country.

The Numbers Tell the Story

1 out of 3

business owners will die while owning their own business.

1 out of 4

business owners will suffer a serious illness while owning their business.

5 out of 100

business owners can maintain their same lifestyle in retirement.

3 out of 4

key people perceive that they have a better place to go.

8 out of 10

businesses close within 1 year of the owner dying or becoming ill.

7 out of 10

business owners have not prepared for the unexpected.

Risk Resource’s Specialties

“PREP Planning” for the Business Owner

Key Employee Attraction & Retention

Retirement Planning for the Business Owner

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What We Do

Our Blueprints For Tomorrow™ program covers contingency/succession planning, key employee attraction, maximization, and retention, and helping business owners retire independently of the business.

Learn more about Risk Resource’s program.

Learn More

Our Program – Blueprints For Tomorrow™

Discovery

We create a unique Blueprint for your business by determining what has and has not been planned and implemented.

Implement

Next, we put your Blueprint into action by working with your schedule 30-minute planning sessions.

Maintain

Each year we review your Blueprint and make sure that it is current, and make any necessary updates.

3000+

business owners completed

40+

years of experience

$0

our fees are risk-free

Do You Need a Succession Plan?

Failing to make a plan places great risk on everything that you’ve worked so hard to create. What kind of burden are you leaving? Deciding to do nothing is making a decision.Risk Resource Office Wall

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Blueprints For Tomorrow™

Risk Resource has recently merged with our sister company,

Blueprints For Tomorrow™.