Call Us: 1.866.273.2848 Client Login Home|Services|Insurance Insurance Protect your wealth, health, property and livelihood. Protecting Your Assets At Creative Planning, we take the same rigorously obsessive approach to insurance and asset protection as we do with every other aspect of your overall financial plan. We develop a custom insurance strategy specifically designed to protect your assets and provide security to your family. Custom Insurance to Meet Your Needs At the onset of our relationship with you, our team reviews any existing policies and evaluates how disability, long-term care expenditures and premature death may impact your financial plan to develop a custom risk management strategy to help address your specific needs. It’s our goal to make sure you’re protected when life throws you a curveball, and we only recommend coverage you need. A Wide Range of Coverage As part of our comprehensive approach to wealth management, we offer a wide range of risk management strategies to help meet your needs, including: Disability/income replacement Life insurance Long-term care and health insurance Car insurance/home insurance Umbrella liability insurance Specialty insurance for business owners Asset protection trusts and business entity formation At Creative Planning, we help give you the confidence and peace of mind that comes from having a comprehensive risk management plan in place. Ready to get started? Contact us to schedule a complimentary, no obligation consultation. We look forward to helping you protect your future. Our Service Offerings We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. COMPREHENSIVE WEALTH MANAGEMENT Your investments, taxes and estate—optimized to work together. LEARN MORE INVESTMENT MANAGEMENT No standard portfolios. No set-it-and-forget-it plans. LEARN MORE TAX PREP & PLANNING Smart strategies to help you keep more of what’s yours. LEARN MORE TRUSTS & ESTATE PLANNING Guiding the preservation and transfer of wealth to your loved ones. LEARN MORE FINANCIAL PLANNING Personalized recommendations to help you reach your goals. LEARN MORE RETIREMENT PLANNING A clear roadmap to support your income and desired lifestyle in retirement. LEARN MORE INSURANCE Protect your wealth, health, property, and livelihood. LEARN MORE INTERNATIONAL Helping Americans abroad navigate the financial nuances of global life and work. LEARN MORE FOR INSTITUTIONS Operations, governance, and portfolio management for endowments, foundations, charities, and other nonprofit organizations. LEARN MORE FOR BUSINESSES Managing your company’s retirement plan; conducting valuations to know its worth. LEARN MORE Book Your Free Meeting We serve clients nationwide and abroad. Set up your free, no obligation consultation today. Why not give your wealth a second look? BOOK TODAY Recent Articles Year-End Financial Planning Four Questions to Ask Your Advisor at Your Next Review Meeting Explainer Video: Asset Location Strategies The Rules of Gifting for the Season of Giving Our Services © Copyright 2021 | Creative Planning, LLC | All Rights Reserved