Asset Protection

There is nothing worse than working hard all your life to accumulate a comfortable retirement only to have it disappear due to a long term illness, health catastrophe or prolonged legal battle. Even worse is having Uncle Sam become your largest heir.  Our Asset Protection Service essentially combines the Insurance Needs Analysis and Estate Planning services into a “mini plan” whose sole objective is to protect what you’ve built thus far and continue to protect what we will accumulate for you together in the future.

For those clients wishing to leave a legacy that represents their values, we help create a thoughtful, flexible estate plan to direct your wealth according to your wishes.

We work closely with your CPA and Attorney for tax and legal assistance, providing a “one-stop-shopping experience” for all of your financial, insurance, investment, and estate planning needs.  For those clients who do not have an attorney or CPA, we recommend professionals in our area.

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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