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.

Proprietary Services for Asset Protection

\

The Smart Asset Protection Planner ℠

\

The 4x4 Financial Independence Plan ℠

Products for Asset Protection

\

Annuities

\

Charitable Trusts & Annuities

\

Delaware Statutory Trusts

\

Insurance-Disability

\

Insurance-Life

\

Insurance-Long Term Care

\

Micro-Captive Insurance Companies

\

Mortgages-Forward

\

Mortgages-Reverse

\

No-Load Annuities

\

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

\

Coaching and Consulting

Schedule a FREE 15-Minute
Initial Consultation to Discuss Your
Asset Protection Needs

This initial interview will help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!

BLOG

Browse All Asset Protection Articles, Videos, Podcasts

Cybersecurity Monthly Newsletter September 2023

Cybersecurity Monthly Newsletter September 2023

Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to your September Savvy Cybersecurity newsletter. Read on to learn more about: A major cyberattack hits Vegas The long list of software you should...

read more
Cybersecurity Monthly Newsletter August 2023

Cybersecurity Monthly Newsletter August 2023

Asset ProtectionIn this issue: AI and Phishing: The New Threats Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. Read on to learn more about: The new SEC cybersecurity rule Software you should update immediately And much...

read more
Cybersecurity Monthly Newsletter July 2023

Cybersecurity Monthly Newsletter July 2023

Asset ProtectionIn this issue: Building Powerful Cybersecurity Habits Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. Read on to learn more about: An Apple update you must install A data breach at one of the nation's largest...

read more
Inflation Update May 2023

Inflation Update May 2023

Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have been trending down but remain elevated, while the Producer Price Index points to a hopeful reality if producers chose to pass on lower inflation....

read more
Cybersecurity Monthly Newsletter May 2023

Cybersecurity Monthly Newsletter May 2023

Asset ProtectionIn this issue: Goodbye to the password? Cybersecurity Shorts Software Updates Welcome to your May Savvy Cybersecurity newsletter. Read on to learn more about: Salesforce websites leaking data New AI cybersecurity hacks And much more Goodbye to the...

read more
Cybersecurity Monthly Newsletter April 2023

Cybersecurity Monthly Newsletter April 2023

Asset ProtectionIn this issue: Cybersecurity and AI: The Bad Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: Cybersecurity and AI: The Bad Artificial intelligence is being pushed to new limits...

read more
Cybersecurity Monthly Newsletter February 2023

Cybersecurity Monthly Newsletter February 2023

Asset ProtectionIn this issue: An Update on Tax Identity Theft Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: An update on the Experian website glitch A cyberattack hits the FBI And more An...

read more
Cybersecurity Monthly Newsletter April 2022

Cybersecurity Monthly Newsletter April 2022

Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to your April Savvy Cybersecurity newsletter. Read on to learn more about: The urgent need for cybersecurity whistleblowers New Rules on Cybersecurity...

read more