Insurance & Risk Management
Because protecting your wealth is as important as growing it.
Protecting Your Assets with Customized Coverage
We take the same team-based approach to insurance as we do with every aspect of your overall financial plan. Leveraging our team’s expertise, we develop a customized strategy specifically designed to help protect your assets and provide security to your family.
Services for All Elements of Your Financial Life
- Property & Casualty Insurance for your Home & Business
- Life Insurance
- Long-Term Care Insurance
- Medicare/Health Insurance
- Disability Insurance
Making It Easy for You to Get the Coverage You Need
Our team reviews your existing policies and evaluates how disability, long-term care expenditures and unexpected death may impact your financial plan to develop a custom risk management strategy that helps ensure you’re protected in case life throws you a curveball.
We shop for the best rates possible, coordinate the application process, and implement the appropriate policies to meet your needs.
3 Ways Creative Planning Delivers Better Insurance Solutions
Independence.
We align you with the insurance company that best fits your needs, using products from established insurance carriers to protect what is most important to you. We provide coverage in all 50 states using many different insurance companies.
Ease of Doing Business.
You will work directly with one of our experienced licensed insurance teammates. We never ship you off to a 1-800 call center. Our team is available to answer all your insurance questions, requests and claims.
Consultative Process.
Our goal is to protect you, not to sell you. We ask many more questions than the typical insurance agent with the intent of uncovering areas of concern that might present future problems.
The Importance of Prenuptial Agreements
One way to protect yourself and your assets from the financial pitfalls of divorce is by establishing a prenuptial agreement.
Common Financial Scams
Financial scams and fraudulent activities represent a real threat to investors and account holders, which is why it’s important to be on alert at all times.
