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.
Do You Need Life Insurance?
Wondering if you need life insurance? Consider these situations as you decide what’s right for you and your family.
4 Overlooked Benefits of Health Savings Accounts (HSAs)
How HSAs Can Be Good for Your Health and Your Wallet Health savings accounts (HSAs) have grown in popularity over the last few years as a way to help offset the expenses of qualified high-deductible health plans. In 2022, the IRS allows individuals to contribute up to...
