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Insurance

In understanding the complexities, challenges and myriad of products available in the insurance industry, we have a dedicated team who offers expertise and solutions to protect you, your family, or your business. 

A customized insurance strategy can achieve a range of objectives, such as adding value to your overall wealth management plan, protecting your family, or ensuring the longevity of your business.

Whether it’s reviewing current policies you have through a corporate program or helping you to integrate an insurance solution into your broader wealth management strategy, our team of insurance experts are focused on helping you find the right solution that aligns with your unique situation and long-term goals.

Going beyond the scope of insurance, we also look at your overall financial portfolio and leverage our internal wealth management team to ensure you have a comprehensive, holistic strategy designed specifically for your changing needs.

Plante Moran Insurance Agency is a member of the FINRA. Securities are offered through Valmark Securities, Inc., an unaffiliated securities broker-dealer. Member FINRA and SIPC.

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The holistic wealth viewpoint

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November 2017 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
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Treasury withdraws regulations to curtail discounts for valuing family owned entities.
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October 2017 Market Perspectives
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Q3 2017 Economic Perspectives
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Wealth Management news and events

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Plante Moran Financial Advisors CIO media highlights
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Barron's "Top 100 Independent Advisors for 2017"
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Plante Moran Wealth Management Celebrates 40 Years
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Tax strategies

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60 min watch
Finding the right balance: Year-end tax planning for businesses
Wondering how the potential for changes in tax law could affect year-end tax planning for your business? Join our tax experts for this webinar as they point you in the right direction.
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Finding the right balance: Year-end tax planning for individuals
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House passes Tax Cuts & Jobs Act while Senate version moves to floor debate
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Medical device excise tax to rise from the ashes in 2018
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Insurance

Shark Fin Charitable Lead Annuity Trust
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Insurance Thought Leadership

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Our Insurance Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.