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Preserving Your Wealth on a Global Scale

Wealth Preservation

All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. To learn how exposed your assets are to creditors and how to protect them, please click here

401k – Plans

While most people think it’s a good idea to fund a “tax-deferred” qualified retirement plan; many times not the case. In fact, tax-deductible qualified retirement plans can be more tax-hostile than tax favorable. Click here to learn more.

Introduction to Your Estate

Estate planning itself is a very broad topic and cannot be covered in an introduction web-page. Therefore, we have listed a few of the more important topics that are typically not dealt with properly in most estate plans. To learn more, please click here.

Wealth Preservation

Why Choose Us?

In time, it is common to come to realization that making money is only part of the equation. Keeping money is an entirely different matter. Our firm serves to offer education, along with the latest news and information for preserving and protecting your wealth.

Our goal is to be the source you can turn to get answers/help on all thing related to wealth preservation. We work with advisors in all fields to help you get the proper knowledge to make the right decisions for your family, your business and your estate.

Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms as well as other top experts in the finance and insurance fields.

We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.

More Information

Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.

While that’s important, such gurus forget that the #1 creditor clients have every year is the IRS (taxes). Also, people are much more likely to lose money in the stock market in any given year than to be sued for negligence. The goal of a “good” asset protection plan is to make sure “all” of your assets are protected from “all” creditors. This is the specialty of our firm as you will learn when you review our site.

What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs? Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?

How much risk should you take to reach your financial goals? Our answer is that clients should take the least amount of risk necessary to reach their financial goals (unfortunately most people do not take this approach and pay the consequences when the stock market tanks).

This web-site discusses many unique wealth building tools so readers can educate themselves and make “informed” decisions about the “best” way to grow their wealth.

There are many “sales” books that advisors like to give clients to read in hopes that they will help sell products or services. We are not interested in such books. We prefer to have clients and potential clients read substantive books so they can truly educate themselves on the good and the bad planning tools used in our industry. The following is our recommend reading list (you can click on the titles to learn more about each book):

Bad Advisors: How to Identify Them; How to Avoid Them

Retiring Without Risk

The Doctor’s Wealth Preservation Guide

The Home Equity Acceleration Plan

The Home Equity Management Guidebook

Avoid Bad Advisors

Keep Your Money Safe, learn how to avoid bad advisors


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