Objective Risk Management & Insurance Assessment
- Our Risk Management and Insurance Assessment team includes professionals experienced in financial, tax, and insurance planning, centered on client needs.
- We research and analyze potential outcomes and scenarios so you’ll have a clear picture of financial risks and how to use insurance efficiently.
- It’s an unfortunate truth: when you’re faced with some of life’s hardest trials, you can expect salespeople to prey on your weakness.
- We’re committed to a fiduciary standard of care and act in your best interest. Annex provides access to experienced insurance professionals who share the same objective commitment to client service and can independently assess a multitude of insurance options.
For many, a comprehensive financial plan includes risk management – considering if you have the insurance you need to protect you, your property, and your family.
A comprehensive financial plan recognizes, respects, and accounts for risk. You’ve built a life worth protecting – your family, your income, your assets, your wealth, and your legacy. One of the most effective ways of leveraging risk is through the use of insurance – protecting the things you cherish most.
One of the frequent knocks on insurance is the way that its sold. Asset protection and proper planning sometime become secondary to sales goals and commissions.
At Annex Wealth Management, we’ll help you evaluate protection needs and determine the most efficient methods to address risks as a part of your comprehensive financial plan. We can help review your existing policies, and when needed, connect you with professional resources we trust to address your insurance needs.
Annex Wealth Management operates as a fiduciary advisor. The fees our clients pay for comprehensive financial planning include a thorough examination of risk management. So, if you purchase insurance from a professional we recommend, all profits paid to us from those insurance sales will go directly to the Annex Charitable Foundation supporting non-profit “difference makers” in our community.
Some of the difference-makers Annex has supported through the years: