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
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Happy Father's Day to all the dads out there! You May Also Like...
Asset ProtectionIn this issue: Colonial Pipeline Pays $5 Million Following Ransomware Attack Cybersecurity Shorts Software Updates Welcome to the May Savvy Cybersecurity newsletter. This month we'll be sharing information on the Colonial Pipeline ransomware attack....
The hacking of Colonial Pipeline was just one ransomware attack out of hundreds of millions conducted each year around the world. They range in magnitude from attacks on mom and pop shops on main street to government agencies. Here are a few things you can do to fight...
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