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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
7 min read
SECURE Act: Planning items for individuals
The SECURE Act was signed into law at the end of 2019, bringing numerous changes that impact individuals saving for retirement. See how you may be affected.
David Stahl Wealth Management
Article January 16, 2020 7 min read
Buy-sell agreements: One way to ensure the successful transition of your business
Dawn Jinsky Wealth Management
Article January 10, 2020 4 min read
Three common mistakes made with buy-sell agreements
Dawn Jinsky Wealth Management
Article January 10, 2020 1 min 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
SECURE Act: Planning items for individuals
David Stahl Wealth Management
Article January 16, 2020 7 min read

Business transition planning

man looking out window at a mountain
4 min read
Buy-sell agreements: One way to ensure the successful transition of your business
Buy-sell agreements clarify everyone’s interests when ownership in a business is being transferred. Here’s how they work and why they’re important.
Dawn Jinsky Wealth Management
Article January 10, 2020 4 min read
Three common mistakes made with buy-sell agreements
Dawn Jinsky Wealth Management
Article January 10, 2020 1 min read
Four steps to a smooth, profitable exit from your business
Shane Brown
Article September 3, 2019 5 min read
Five steps to ease succession planning at construction firms
Shane Brown
Article March 25, 2019 1 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.