Lawsuits
Acts that cause damage breed lawsuits. Our focus is to protect our client's assets from their negligent acts (intentional or not).
Taxes (IRS)
The IRS is your #1 guaranteed creditor every year. As such, part of a complete asset protection plan MUST include reducing taxes.
Stock Market
The stock market is a creditor that needs to be protected against may sounds counter-intuitive, but it's a vitally important concept of asset protection.
Long-Term Care
One of, if not, the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete AP plan.
Find Your Personal Risk Score
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below.
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.
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.
Avoiding Bad Advisors
Do you wonder if you are currently working with a competent advisor or one who puts their interests in front yours? On our site we provide eye opening information for people to determine if they are working with a "bad" advisor.
Critical Capital Mass
Reaching your retirement planning goals is much easier when using tax efficient strategies. We use a simple online worksheet that lets people quickly determine how much they are wasting in extra tax payments by not doing good planning.
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.
Wealth Management
Our focus when it comes to investment planning is to make sure clients always "take the least amount of risk to reach their investment goals." This is done using technology and money managers who manager risk as their #1 priority.
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.
read more
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.
Read On
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.
Read OnLet Our Firm Walk You Through Your Options
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.
To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? Chances…
Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment…
Let me start by saying that I’m not a prognosticator of what will happen in the stock market at any given time. Before the Trump…