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Insurance & Risk Management

Because protecting your wealth is as important as growing it.

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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

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 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.

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 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.

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Stop Worrying If You’re Properly Covered

Properly protecting your assets and livelihood is an important aspect of your overall wealth management strategy that should not be overlooked. Let our team guide your next steps and help ensure your risk management plans align with your comprehensive financial plan.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021