Risk Management

Your priority is our priority.

We help businesses and individuals with risk management and insurance.

Your home. Your business. Your family.

Protecting the things that matter most is your top priority. So choosing an insurance plan and other forms of coverage must be done with care.

This means finding highly-rated and accredited carriers. It means integrating your risk management strategy with your tax planning. It means finding an advisor with the knowledge and dedication to make sure all of your assets are covered.

Most importantly, it means making sure your coverage is there when you need it.

That’s why we’ve affiliated with Avantax Planning PartnersSM to provide risk management and insurance services. Leveraging our combined knowledge and resources, we’ll match the most suitable carriers, products and services with your needs and budget. We’ll provide an insurance review to help you make sure your risks are managed properly. And we’ll make sure you don’t pay more than you should.

At James Moore, your priority is our priority. What can we do for you?

  • Annuities

  • Life insurance

  • Disability income insurance

  • Personal Planning

  • Estate planning

  • Business succession

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*Insurance products are available through many fine carriers.

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax entities are independent of and unrelated to James Moore & Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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