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.
The 4x4 Financial Independence Plan
The Smart 3-Tiered Cash-Reserve System
The Smart Asset Protection Planner
The Smart College Cost Eliminator
The Smart Caregiving Planner & Tax Guide System
Charitable Trusts & Annuities
Delaware Statutory Trusts
Deferred Sales Trusts
Insurance-Long Term Care
Micro-Captive Insurance Companies
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
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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