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?
The concept that the stock market is a creditor that needs to be protected against is the most counter-intuitive for asset protection planning.
There are limited solutions (guaranteed income rider annuities) retirees or those close to retirement can do about this fear.
There is nothing worse than spending a lifetime to accumulate assets for retirement only to see them taken away in a lawsuit.
Client Solutions
The goal is to offer client first solutions. Rather than look at products or programs for our clients, we take the time to get to know your situation and your future goals.
Professional Team
Once we sort out what you may need to forward your financial life, we will bring in whatever team or advisor is necessary to assist in analysis & implementation.
Diverse Approach
Our approach is to be agnostic in our planning and client first solutions. All too often financial planners use cookie cutter strategies. We use solutions that fit our clients needs.
Technology
Where is may serve to gain insight, we use financial technology to assist in analysis and decision making. We go beyond spreadsheets to get you the best results.
Take steps to protect your wealth from all known and unknown creditors!
5-Pillar Asset Protection will help you identify risks that if unaccounted for can ruin you financially. Identifying the risk is important, but what’s equally important is identifying the potential solutions to protect against these risks. This book explains the pros and cons of solutions provided so readers will be able to make informed decisions about which ones will best fit their individual needs.
Pillar #1 Lawsuit protection: This includes protection from premises liability, professional negligence, texting and driving car crashes (which is six times more dangerous than drunk driving), etc.
Pillar #2 The IRS: Your #1 guaranteed creditor every year is the IRS. You can’t grow maximum wealth without taking steps to mitigate or eliminate income, capital gains, and estate tax.
Pillar #3 The Stock Market: The bi-product of unchecked investment risk is losing a significant percentage of your investible assets in the next stock market crash. Taking specific steps to hedge downside risk in the market is a staple of every asset protection plan.
Pillar #4 – Long-Term Care: 69% of people age 65 and older will need some form of LTC. Those costs can easily exceed $100,000 a year per person and MUST be planned for.
Pillar #5 – Estate Planning: Most estate plans are NOT set up correctly or are incomplete. This can cause wasted time, headaches, and significant expense as it relates to probate and medical/legal directives. For the affluent, it can cost millions in unnecessary estate taxes.
Using Intelligent Allocation Strategies for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing.
Using technology
Financial Apps
Making decisions about your money has never been easier
3-Buckets to Build Wealth
Comprehensive Planning
Avoiding Bad Advisors
Critical Capital Mass
Analyzing Risk
Debt Elimination
Getting to Know Our Clients
Making complex financial planning simple and straight-forward.
Safe Money Retirement Tools
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We Serve To Take The Complexities Out Of Your Decision Making
Let Our Firm Walk You Through Your Options
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