Our Expertise

A holistic approach for securing peace of mind

Your insurance plan should be part of your holistic wealth strategy and should directly integrate with your portfolio. Like any other item on your balance sheet, insurance needs to be considered an asset class of its own. A customized insurance strategy can achieve a range of objectives, such as adding value to your overall wealth management plan, protecting your family, supporting your philanthropy goals, or ensuring the longevity of your business.

Whether it’s reviewing current policies you have through a corporate program or helping you integrate an insurance solution into your broader wealth management strategy, Plante Moran Insurance Agency's team of 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 help 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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Protecting you, your family, and your business

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At Plante Moran Wealth Management, our goal is to bring a holistic perspective to your family’s full financial picture — that’s why we created Plante Moran Insurance Agency. As an independent representative of over 30 life insurance companies, we’re able to provide customized, innovative, and often nontraditional solutions for you.

Our experts will help you understand the complexities, challenges, and myriad products available in the insurance industry to find the solution that aligns with your situation and long-term goals. We’ll consider your broad financial needs to design and implement an ideal strategy for you. Furthermore, we leverage Plante Moran’s comprehensive resources to provide insight and guidance you can’t find anywhere else.