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.
Asset Protection Services & Products
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
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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:...
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...
Lessons We Learn From Dad – Happy Father’s Day!
Happy Father's Day to all the dads out there! You May Also Like...
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....
4 Tips to Protect Against Ransomware Attacks
The hacking of Colonial Pipeline was just one ransomware attack out of hundreds of millions conducted each year around the world. They range in magnitude from attacks on mom and pop shops on main street to government agencies. Here are a few things you can do to fight...
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....
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...
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...
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...