Asset Protect Your Financial Life

Lawsuits

Intentional torts give rise to damages and lawsuits; our focus is to protect your assets from traditional negligence lawsuits.
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Taxes (IRS)

Are you more likely to give money to the IRS this year, or get in a car crash, or have someone slip and fall on your property?
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Stock Market

The concept that the stock market is a creditor that needs to be protected against is the most counter-intuitive for asset protection planning.
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Long-Term Care

There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.
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Educational Newsletter

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    What We Do!

    Our Services

    We tailor your plans to meet your specific goals and objectives in order to help you protect what matters most: your future. Because if you can’t spend your life enjoying the little moments, are you truly living?
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    3-Buckets to Build Wealth

    We use a simple but powerful 3-bucket approach to help clients build wealth. This approach is designed so clients will take the least amount of risk to reach their retirement planning goals.
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    Comprehensive Planning

    Our comprehensive platform starts with making sure clients have an asset protection plan in place. Then we tackle estate and financial planning and for business clients, corporate structure and business transition.
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    Analyzing Risk

    Many people think their wealth building assets are much less risky than they actually are. We use the most up to date technology to assess the risk of our client’s assets and to make sure they are aligned with their personal risk score.
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    Getting to Know Our Clients

    Making complex financial planning simple and straight-forward.

    01.

    Understanding You

    Assessment

    Taking the time to understand your current financial situation is paramount to offering solutions to fit your life and future generations.
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    02.

    Review & Plan

    Consultation

    We want to meet with you to review and plan out our strategy. We realize life can change and we want to be with you the entire way.
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    03.

    Supporting Your Estate

    Retirement Years

    We want to be with you at all stages of your life. Retirement planning can be stressful but does not need to be. We work closely with you to find solutions.
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    We Serve to Take the Complexities
    Out of Your Decision Making

    You've probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guides to help you nail down the answers to more important questions

    Innovative Solutions

    Offering financial solutions in a complex world. We serve to simplify your entire financial life.

    Technology

    We use technology interposed with human decision making to give our clients solutions that are easy to understand and implement.

    Solutions for Today and Beyond

    Bringing wealth preservation education established thinking to drive new retirement solutions.

    Let Our Firm Walk You Through Your Options

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      Don’t Miss Latest

      News & Headlines

      Follow our latest news. From start to finish we share our ideas about managing your money through your entire financial life and beyond.

      Controlling Your IRA Assets from the Grave

      July 18, 2021
      Controlling Your IRA Assets from the Grave Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer…
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      Do You Know Your Investment Risk Capacity?

      July 18, 2021
      Do You Know Your Investment Risk Capacity? To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you…
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      Very Interesting Stock Market Crash Chart

      August 12, 2020
      Very Interesting Stock Market Crash Chart Let me start by saying that I’m not a prognosticator of what will happen in the stock market at…
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      Time to Think About Your Finances!

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