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.
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
Annuities
Charitable Trusts & Annuities
Coaching and Consulting
Deferred Sales Trusts
Delaware Statutory Trusts
Insurance-Disability
Insurance-Life
Mortgages-Forward
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
BLOG
Browse All Asset Protection Articles, Videos, Podcasts
ETF or Mutual Fund?
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...
Income Crisis
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...
EPISODE 4 – Budgeting Cash Reserves
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...
EPISODE 2 – Working From Home/Cybersecurity
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...
Factors To Consider When Updating Your Insurance Coverage
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...
Disaster Planning – Steps to Guarding Your Assets
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...
Hack-Proof Your Remote Office Setup
The Smart Asset ProtectionAs COVID-19 continues to spread across the globe, many people find themselves working from home for the first time. While there are many things to get used to when adjusting to remote work, ensuring that your setup is secure should be a top...
Having the Force of Law On Your Side for Significant Asset Protection
It’s sad but true, if you have something of value, someone may try to take it from you. Sometimes this can be the result of malice. Other times, we could bring these problems upon ourselves. Either way, the good news is you have something of value that people...
Are Your CD’s Really Safe?
Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? They are touted as the “safe” investment option with essentially no risk as they are not tied to the stock market. However, how “safe” are they really...