Insurance planning is a fundamental element of comprehensive financial planning. We’ll help you evaluate protection needs and determine the most efficient methods to address risks as a part of your comprehensive financial plan.
Annex’s Financial Planning Team includes CERTIFIED FINANCIAL PLANNER™ professionals with strong insurance backgrounds who do not sell commission-based products.
Objective, Unbiased Insurance Advice
- Comprehensive reviews of existing life insurance, annuities, long-term care insurance or other products
- Insurance planning specific to high-net-worth families and individuals
- Self-insuring as a strategy
- Advanced life insurance planning
- Property and casualty insurance review with our dedicated insurance partners
Risk Management
- Comprehensive financial planning includes risk management – considering if you have the insurance you need to protect you, your property, and your family.
- Leveraging risk often includes insurance – protecting the things you cherish most.
Fee-Only Fiduciary Insurance Advice
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.
Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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