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.

• 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

• 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.

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.