Insurance and 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 and Business
Life Insurance
Long-Term Care Insurance
Medicare/Health Insurance
Disability Insurance
How It Works
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 or unexpected death may impact your financial plan. Then we 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.
WHAT SETS US APART
3 Ways Creative Planning Delivers Better Insurance Solutions
Managing risk is vital to every family and business. Our experienced insurance team consults with you to help ensure you have appropriate coverage in place based on your goals, your needs and the challenges faced by your family or business. Our mission is to protect what’s most important to you.
Independence
We use products from established insurance carriers to fulfill your needs and protect what's most important to you. We provide coverage in all 50 states using many different insurance companies.
Ease of Doing Business
You'll 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 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.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
