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, 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.