Why Us

At Risk Resource, we believe that everyone deserves peace of mind from planning ahead. We know that not everyone has complete and updated business and estate plans. Without a holistic plan in place, life can feel like a house of cards. Their families, businesses, and the families that depend upon their businesses rely on them. They know that life has uncertainties, but feel reluctant to take action because the task of planning can seem daunting. It doesn’t have to be that way.

Our mission is to protect families and businesses from life’s challenges through thoughtful planning and insurance strategies. We do this through time-effective yet thorough succession and estate planning while utilizing comprehensive life insurance solutions. This allows us to ensure that our clients can live life to the fullest knowing their loved ones and all that they’ve worked hard for are protected. We believe that every life is precious and that planning for the unexpected is an essential part of responsible living.

Our Core Values

Trust

Our greatest pride and strongest attribute is the trust and confidence that we share with our clients.

Exceptional Service

We are committed to providing a professional experience with a personal touch.

Hyper Focused

We strive to always be exceptionally competent, competitive, and independent by remaining loyal to our clients and the services that we provide.

Leave a Trace

We aim to make every situation and outcome better by maintaining a forward-thinking mentality. Our goal is to make each day count.

Our Commitment to Our Clients

We are grateful for the trust and confidence that we share with the individuals and families that we work with and are committed to providing the best client experience possible for many generations to come.

We implement plans from a holistic approach so that it’s best suited for each individual’s situation and needs. Over the years, needs will change, and we will be here to service those needs as they change. The planning that we do together is private and often contains very sensitive information – we are obsessive about confidentiality.

Insurance is a future dollar concept being bought with present dollars, and present dollars are more important than future dollars. Our goal is to make sure that your plan is always cost-efficient.

As a broker, representing the major insurance carriers allows us to always put our clients first. We pride ourselves on being known for our integrity, creativity, advanced strategic planning, knowledge, and service.

We always continue to educate our clients and to have their best interest in mind. We conduct ongoing reviews, at least on an annual basis, to ensure that the current plan in place evolves to reflect future goals and objectives. Our clients can always expect to receive birthday phone calls – they are a longstanding tradition of ours.

Risk Resource has been a reputable family-owned business for over 40 years, founded by Nate Sachs, and has been continuing to grow since 2019 after his passing. Our clientele goes back decades, and we look forward to growing that same type of relationship with you.