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
Charitable Trusts & Annuities
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
Coaching and Consulting
Schedule a FREE 15-Minute
Initial Consultation to Discuss Your
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!
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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...
Cybersecurity Monthly Newsletter February 2024
Asset ProtectionIn this issue: Your Email Address: The Key to Your Digital Life Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: AI robocalls impersonating President Biden How AI and social...
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...
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...
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...
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...
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...