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.
Proprietary Services for Asset Protection
The Smart Asset Protection Planner ℠
The 4x4 Financial Independence Plan ℠
Products for Asset Protection
Annuities
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Delaware Statutory Trusts
Insurance-Disability
Insurance-Life
Insurance-Long Term Care
Micro-Captive Insurance Companies
Mortgages-Forward
Mortgages-Reverse
No-Load Annuities
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Retirement Plans - Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
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This initial interview will help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!
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Reduce Taxes by Using the Best Cryptocurrency Account Method
Tax PlanningBradford Tax InstituteLet’s say you purchased one Bitcoin 14 months ago for $15,000 and another Bitcoin six months later for $40,000. Today, you sell one Bitcoin for $60,000. You’re a genius! But is your taxable gain: $45,000 ($60,000 – $15,000), or...
Savvy Cybersecurity Quick Reference Guide 2024
Financial GuidesIn today’s digital world, cybersecurity is a growing concern. With data breaches, scams, and identity theft on the rise, protecting your personal information is more important than ever. But the good news is, there are effective steps you can take...
Cybersecurity Business Protection Checklist 2024
Financial Guides In today's digital landscape, safeguarding your business from cybersecurity threats is more crucial than ever. To help you navigate these challenges, we are providing our Cybersecurity Business Protection Checklist. This checklist is designed to...
Cybersecurity Monthly Newsletter August 2024
Asset Protection In this issue: National Public Data Breach: What You Need to Know About the Massive Cybersecurity Incident Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. Read on to learn more about: The massive National...
Cybersecurity Monthly Newsletter July 2024
Asset Protection In this issue: AT&T Data Breach: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. Read on to learn more about: The massive AT&T data breach What caused the Crowdstrike outage And...
Cybersecurity Monthly Newsletter June 2024
Asset Protection In this issue: Microsoft Recall Feature Raising Security Concerns Cybersecurity Shorts Software Updates Microsoft's Recall Feature Raising Security Concerns Microsoft's new AI-powered feature, Recall designed for Copilot+ PCs running Windows 11, has...
Cybersecurity Monthly Newsletter May 2024
Asset Protection In this issue: Financial Sextortion: The dangerous rising scam affecting minors Cybersecurity Shorts Software Updates Welcome to your May Savvy Cybersecurity newsletter. Read on to learn more about: The scam affecting 65% of Gen Z New cybersecurity...
Cybersecurity Monthly Newsletter March 2024
Asset ProtectionIn this issue: How to beat the password paradox Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: A massive Chinese hacking plot affecting millions of Americans' online accounts How...
New IRS Crypto Tax Reporting Rules
Tax PlanningBradford Tax InstituteThe IRS released over 280 pages of proposed regulations intended to implement the congressional mandate that the broker reporting rules apply to those who facilitate the transfer of digital assets such as Bitcoin and other...