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 April 2021

Cybersecurity Monthly Newsletter April 2021

Asset ProtectionIn this issue: Hack-Proof Your 401(k) Account Savvy Cybersecurity Actions Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. This month we'll be focusing on how to protect your retirement accounts from hackers....

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Cybersecurity Monthly Newsletter March 2021

Cybersecurity Monthly Newsletter March 2021

Asset ProtectionIn this issue: Thousands of businesses hacked through Microsoft Email Exchange Cybersecurity Shorts Software Updates Welcome to March's Savvy Cybersecurity newsletter. A major Microsoft hack took over cybersecurity news recently, we'll be covering what...

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Cybersecurity Monthly Newsletter February 2021

Cybersecurity Monthly Newsletter February 2021

Asset ProtectionIn this issue: Hackers try to poison Florida water supply Cybersecurity Shorts Software Updates Welcome to February's Savvy Cybersecurity newsletter. Read on to learn about the cybersecurity news this month such as: Updates in the SolarWinds hacks An...

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Cybersecurity Monthly Newsletter January 2021

Cybersecurity Monthly Newsletter January 2021

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...

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Cybersecurity Monthly Newsletter December 2020

Cybersecurity Monthly Newsletter December 2020

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...

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Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020

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...

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2021 Key Financial Data

2021 Key Financial Data

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...

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Savvy Cybersecurity Quick Reference Guide 2021

Savvy Cybersecurity Quick Reference Guide 2021

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...

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Savvy Cybersecurity Business Protection Checklist 2021

Savvy Cybersecurity Business Protection Checklist 2021

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...

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