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
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.
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.
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.
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.
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.
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