Asset Protection

The 4 Essential Elements:

Asset Protection

 

Our asset protection strategy is to create barriers, boundaries, and safety nets to protect you and those your care about most.  Most asset protection plans fall short because, while your assets include stocks, bonds and real estate, for many their single biggest asset will be their ability to earn an income over their lifetime.  This asset needs to be protected too!  Our complete asset protection plan is designed to protect all your assets to give you the peace of mind you really want and need.

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The 4x4 Financial Independence Plan

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The Smart 3-Tiered Cash-Reserve System

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The Smart Asset Protection Planner

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The Smart College Cost Eliminator

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The Smart Caregiving Planner & Tax Guide System

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Annuities

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Charitable Trusts & Annuities

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Delaware Statutory Trusts

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Deferred Sales Trusts

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Insurance-Disability

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Insurance-Life

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Insurance-Long Term Care

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Micro-Captive Insurance Companies

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Mortgages-Forward

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Mortgages-Reverse

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No-Load Annuities

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Retirement Plans (Company Sponsored) Pension & Profit Sharing Plans - The Super(k)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

Asset Protection
Edification

The material in this section is designed to help you both grow and maintain your Asset Protection Plan so you can live more independently!

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