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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
2 min read
Get to know our wealth management suite of technology
Plante Moran Wealth Management has a robust client portal and app to help you manage all your investments in one place — no matter the custodian.
Amber Terakedis Wealth Management
Article July 2, 2020 2 min read
Charitable planning opportunities under the CARES Act
Rebecca Solomon Wealth Management
Article June 30, 2020 4 min read
Michigan no-fault insurance reform brings choice and risks
David Stahl Wealth Management
Article June 29, 2020 2 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Unsure how the COVID-19 crisis impacts your financial future? We can help.

Wealth Management news and events

Wealth Management News and Events image
1 min read
Accounting Today ranks PMFA #1 of the 2020 Top Firms by AUM
In Accounting Today’s 14th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked #1 out of more than 150 participating organizations.
In The News July 13, 2020 1 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Business transition planning

man looking out window at a mountain
4 min read
Succession planning: The C-suite guide for low-risk leadership transitions
Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.
Stan Hannah
Article March 13, 2020 4 min read
The four myths of succession planning: Are they holding you back?
Stan Hannah
Article February 27, 2020 3 min read
Want to reward staff? Consider a nonqualified deferred compensation plan
Katie Redle Wealth Management
Article February 24, 2020 5 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Dawn Jinsky Wealth Management
Article February 5, 2020 3 min read

Insurance Thought Leadership

  • Life insurance: Getting coverage in the age of a global pandemic

    Social distancing requirements and COVID-19-related policy restrictions have created obstacles to getting life insurance. Here’s what you need to know to get your application past the finish line.

    Steven J. Gibson Wealth Management Mark Meyers Wealth Management Ronda Davis
    Article May 18, 2020 2 min read
    A man and woman sitting at a desktop computer in a personal office looking at the monitor screen.
  • The CARES Act impact on retirement plans for plan sponsors

    The CARES Act gave retirement plan participants expanded access to their retirement funds, including a penalty-free, Coronavirus-related distribution up to $100,000 and expanded loan options. Here’s what plan sponsors and administrators need to know to participate in the programs.

    Laura Taylor Jeremy Chambers Wealth Management Jeremy Tollas Wealth Management Theresa Banka Lindy Beldyga Preston Ridinger
    Article May 18, 2020 4 min read
    Young businesswoman reading about the CARES Act on a tablet hand-held device.
  • SECURE Act: Life insurance can offer new tax benefits
    Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
    Christopher Harper Wealth Management
    Article February 18, 2020 2 min read
    Two men sitting at a table talking
  • Interest rates are low: Review your life insurance and annuities now
    A low interest rate environment and recent market volatility have caused insurance companies to reduce benefits and raise costs. What should you do — and not do — when interest rates are low? We take a look at some options for life insurance and annuities.
    Mark Meyers Wealth Management Patrick Serda Ronda Davis
    Article February 14, 2020 3 min read
    Multiple people sitting at a table looking at a tablet

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.


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