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
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...
The Smart Asset Protection NewsletterWhile you were working, you likely relied on employer insurance. But after retirement your options are different, and that requires careful planning.Some 58% of people in the U.S. today get their health insurance through an...
ETFs (Exchange Traded Funds) and Mutual Funds are similar in just enough ways to be confusing. ETF’s popularity is YUGE. Does that mean they are better than the traditional mutual fund?Related Article from CNBC: ETF assets rise to record $4 trillion and top industry...
We are used to talking about job losses in the midst of a recession. That’s a measurement we’ve seen before. But there’s a new indicator in the spotlight, income loss, and it may just tell us more. Many employers are choosing to hold off layoffs as long as possible...
Financial IndependenceA Better PerspectivePodcastEpisode 4Presented by Lance Edwards and Randy LuebkeIn this episode of "Financial Independence - A Better Perspective", Lance and Randy discuss the importance of budgeting cash reserves for unexpected emergencies and...
Financial IndependenceA Better PerspectivePodcastEpisode 2Presented by Lance Edwards and Randy LuebkeIn this episode of "Financial Independence - A Better Perspective", Lance and Randy discuss the current “stay and work at home” environment and the resulting changes...
The Smart Asset Protection Planning Newsletter With government health care policies always uncertain and the memory of super storms still fresh, now is a good time to review insurance policies coverage, insurance needs, and emergency plans. Insurance coverage tends to...
The Smart Asset ProtectionAs super storms and natural disasters continually remind us, it’s important to have an emergency plan ready to go so when disaster strikes, your most valuable assets are protected. Financial planning typically involves anticipating future...