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

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The Smart Asset Protection Planner ℠

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The 4x4 Financial Independence Plan ℠

Products for Asset Protection

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Annuities

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Charitable Trusts & Annuities

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Delaware Statutory 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 - 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

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Coaching and Consulting

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Cybersecurity Monthly Newsletter January 2024

Cybersecurity Monthly Newsletter January 2024

Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to your January Savvy Cybersecurity newsletter. Read on to learn more about: AI tools being used by US spies The importance of two-factor authentication on...

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2024 Health Care Quick Reference Guide

2024 Health Care Quick Reference Guide

Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you're covered by a group plan) is one of those milestones. If you or someone you know is approaching age...

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Cybersecurity Monthly Newsletter December 2023

Cybersecurity Monthly Newsletter December 2023

Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to your December Savvy Cybersecurity newsletter. Read on to learn more about: New cybersecurity threats aimed at financial services Cybersecurity...

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Cybersecurity Monthly Newsletter November 2023

Cybersecurity Monthly Newsletter November 2023

Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software Updates Welcome to your November Savvy Cybersecurity newsletter. Read on to learn more about: An update on the Las Vegas cyberattack How to stay safe...

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Why a Credit Freeze is the Best Response to a Data Breach

Why a Credit Freeze is the Best Response to a Data Breach

Asset ProtectionThe latest data breach may have you worried about your personal information. Learn about a simple step you can take to protect your identity today.The headlines come at us constantly—143 million records leaked at Equifax, one billion exposed in a Yahoo...

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Cybersecurity Monthly Newsletter October 2023

Cybersecurity Monthly Newsletter October 2023

Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity Shorts Software Updates Welcome to your October Savvy Cybersecurity newsletter. Read on to learn more about: An update on the major Las Vegas cyberattack...

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Cybersecurity Monthly Newsletter September 2023

Cybersecurity Monthly Newsletter September 2023

Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to your September Savvy Cybersecurity newsletter. Read on to learn more about: A major cyberattack hits Vegas The long list of software you should...

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Cybersecurity Monthly Newsletter August 2023

Cybersecurity Monthly Newsletter August 2023

Asset ProtectionIn this issue: AI and Phishing: The New Threats Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. Read on to learn more about: The new SEC cybersecurity rule Software you should update immediately And much...

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Cybersecurity Monthly Newsletter July 2023

Cybersecurity Monthly Newsletter July 2023

Asset ProtectionIn this issue: Building Powerful Cybersecurity Habits Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. Read on to learn more about: An Apple update you must install A data breach at one of the nation's largest...

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Asset Protection Needs

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!