The 4 Essential Element
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 ˢᵐ
The Smart 3-Tiered Cash-Reserve System ˢᵐ
The Smart Asset Protection Planner ˢᵐ
The Smart College Cost Eliminator ˢᵐ
The Smart Caregiving Planner & Tax Guide System ˢᵐ
Charitable Trusts & Annuities
Coaching and Consulting
Deferred Sales Trusts
Delaware Statutory 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
Browse All Asset Protection Articles, Videos, Podcasts
Asset ProtectionIn this issue: Phone Scams Aren't Dead: How to Protect Yourself Cybersecurity Quick Links Cybersecurity Shorts Software Updates Welcome to January's Savvy Cybersecurity newsletter. Read on to learn about the cybersecurity news this month such as: Hacks...
Asset ProtectionIn this issue: Massive hack hits U.S. government agencies and Fortune 500 companies Cybersecurity shorts Software updates Welcome to December's Savvy Cybersecurity newsletter. Read on to learn about the cybersecurity news this month such as: A hack...
Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...
Asset Protection A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a "My Action Plan" so you'll know the next steps to take to immediately boost protection against fraud. IMPORTANT The information contained...
Asset ProtectionUse the following topics and questions to guide a cybersecurity discussion with your security professionals and management team. The goal is to share information, identify problems and strengths, and take action. IMPORTANT The information contained in...
Asset ProtectionMedicare is more complicated than most people think. Here are ten of the most common questions that come up on Medicare.With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system...
If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence. In this...
October is Cybersecurity Awareness Month for our Nation! We strongly believe in knowing how to protect oneself online, which is why we want to share these tips on how to be safe and secure online. Cyber-attacks are launched at us every day. Do you know the...