The 4 Essential Element

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.

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The 4x4 Financial Independence Plan ˢᵐ

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The Smart 3-Tiered Cash-Reserve System ˢᵐ

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The Smart Asset Protection Planner ˢᵐ

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The Smart College Cost Eliminator ˢᵐ

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The Smart Caregiving Planner & Tax Guide System ˢᵐ

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Annuities

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Charitable Trusts & Annuities

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Coaching and Consulting

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Deferred Sales Trusts

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Delaware Statutory Trusts

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Insurance-Disability

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Insurance-Life

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Mortgages-Forward

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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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Cybersecurity Monthly Newsletter September 2021

Cybersecurity Monthly Newsletter September 2021

Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity Quick Links  Cybersecurity Shorts Software Updates The Importance of Updating Your Software Always: Apple and Google If you ask a cybersecurity...

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Cybersecurity Monthly Newsletter August 2021

Cybersecurity Monthly Newsletter August 2021

Asset ProtectionIn this issue: Back to school: 4 Cybersecurity Trends Emerging threat: T-Mobile data breach  Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. This month we'll be talking about cybersecurity lessons for kids....

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11 Financial Tips to Make Caregiving Easier

11 Financial Tips to Make Caregiving Easier

Estate PlanningCaregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under...

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Cybersecurity Monthly Newsletter July 2021

Cybersecurity Monthly Newsletter July 2021

Asset ProtectionIn this issue: Avoid Ransomware Catastrophe with the Rule of Three Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. This month we'll be talking about ransomware. Read on for more information on that, as well...

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How Much Do I Need to Retire?

How Much Do I Need to Retire?

One of the most googled retirement questions is "How much do you need to retire?" The problem is Google can't answer that for you. Only you can.You May Also Like...

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Cybersecurity Monthly Newsletter June 2021

Cybersecurity Monthly Newsletter June 2021

Asset ProtectionIn this issue: A Primer on Password Managers Cybersecurity Shorts Software Updates Happy summer! Welcome to your June Savvy Cybersecurity newsletter. This month we'll be talking about password managers. Read on for more information on that, as well as:...

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Medicare and Covid-19 Related Health Care Costs

Medicare and Covid-19 Related Health Care Costs

Asset ProtectionAs the coronavirus continues to spread, be sure to review your health insurance to determine how you will handle out-of-pocket costs should you need testing, hospitalization, or treatment of COVID-19 symptoms.As the coronavirus spreads across the...

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Cybersecurity Monthly Newsletter May 2021

Cybersecurity Monthly Newsletter May 2021

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....

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