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Insurance Planning & Risk Management

​Because protecting your wealth matters just as much as building it

​Protect What Matters Most with Confidence and Foresight

Uncertainty is inevitable, but with the right coverage and risk strategies, your financial plan doesn’t have to be. Our insurance planning and risk management services are designed to safeguard your assets, support your loved ones, and prepare for life’s unexpected turns. From income protection and liability coverage to long-term care and legacy planning, we design coverage that reinforces your financial foundation and helps you move forward with clarity, security, and care for what matters most.

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Your Insurance & Risk Management Plan Features:​

  • Review Docs - Insurance

  • Life Insurance Needs Analysis

  • Life Insurance - Review Current

  • Beneficiary Review

  • Disability Income Needs Analysis

  • Disability Income Analysis - Current

  • Long-Term Care Needs Analysis

  • Long-Term Care Analysis - Current

  • Long-Term Care Analysis - Parents

  • Health Insurance - Review Current

  • Health Insurance Questionnaire

  • Medicare/Medigap/Rx Drug Plan - Annual Review

  • Vault Upload - Insurance Contracts

  • ID Theft Protection

  • Personal Home & Auto Review

  • Renter’s Insurance Review

  • Commercial Property and Liability Review

  • Umbrella/Excess Coverage Review

  • Team Meeting - Insurance Agent

  • Annuity Review

Your Protection Plan, Designed for Life’s Uncertainties

At First Choice Financial Planning, we offer personalized insurance and risk management planning to help safeguard your income, health, assets, and legacy. Whether you're a medical provider managing high-liability coverage, a tech professional securing digital wealth, or a Christian family stewarding resources with purpose, our strategies are built around your values, career, and lifestyle. From life and disability insurance to long-term care and umbrella coverage, we bring clarity, compassion, and confidence to every layer of protection—so you can move forward with peace of mind.

CONNECT WITH US

Mon - Fri

8:00 am – 4:30 pm

First Choice Financial Planning: 333 East Bethany Drive, Suite I-110 Allen, TX 75002-3813   |  T 469.795.9231  |  F 469.519.4354  |  Maps and Directions

Disclosures:There are no warranties implied. First Choice Financial Planning LLC (“RIA Firm”) is a registered investment adviser located in Allen, Texas. First Choice Financial Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. First Choice Financial Planning LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of First Choice Financial Planning LLC website on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by First Choice Financial Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of First Choice Financial Planning LLC , please contact the state securities regulators for those states in which First Choice Financial Planning LLC maintains a registration filing. A copy of First Choice Financial Planning LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from First Choice Financial Planning LLC upon written request. First Choice Financial Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Choice Financial Planning LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and First Choice Financial Planning. First Choice Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James legal disclosures: https://www.raymondjames.com/legal-disclosures ​FINRA Broker Check: https://brokercheck.finra.org/​Dawson Private Wealth: www.dawsonprivatewealth.com

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