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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. 

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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.

We specialize in

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
1 min read
Health and financial wellness programs: The game has changed
Does your organization have health or financial wellness programs? Are they effective? Wellness programs aren’t new, but the purpose for providing them is changing. We discuss how to simplify and tailor your program to best fit your needs.
Dori Drayton Wealth Management
Webinar Wednesday, Dec. 4, 2019, 2 – 3 p.m. EST 1 min read Upcoming
Stay the course: The importance of creating and honoring investment guidelines
Mark Dixon Wealth Management
Article October 15, 2019 4 min read
A framework for philanthropy: Giving back starts with a plan
Sara Montgomery Wealth Management
Article September 4, 2019 2 min read
Exploring alternatives: An interview with Plante Moran and PIMCO
Doug Coursen Wealth Management
August 13, 2019 3 minutes read

Wealth Management news and events

Wealth Management News and Events image
1 min read
2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
In The News March 12, 2019 1 min read
Plante Moran named 2018 NAPA Top DC Advisor Team
In The News January 21, 2019 1 min read
National Association of Plan Advisors honors Plante Moran staff
Justin Domber Wealth Management
In The News January 21, 2019 4 min read

Transitioning your business

Business transitions done right image
3 min read
Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read

Insurance Thought Leadership

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.