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 ℠
The Smart 3-Tiered Cash-Reserve System ℠
The Smart Asset Protection Planner ℠
The Smart College Cost Eliminator ℠
The Smart Caregiving Planner & Tax Guide System ℠
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
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Asset Protection In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates Welcome to your March Savvy Cybersecurity newsletter. Read on to learn more about: Cyber threats related to the Russia and Ukraine conflict Data...
Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates Welcome to your February Savvy Cybersecurity newsletter. Read on to learn more about: Why you should think twice before scanning a QR code Cyber threats...
Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you so far. In the world of cybersecurity, it is only the first month of the year, but we have already seen data breaches, hacks, and fraud. Read on to...
Asset ProtectionIn this issue: The Importance of Updating Your Software Always: Apple and Google Savvy Cybersecurity Quick Links Cybersecurity Shorts Software Updates The Importance of Updating Your Software Always: Apple and Google If you ask a cybersecurity...
Asset ProtectionIn this issue: Back to school: 4 Cybersecurity Trends Emerging threat: T-Mobile data breach Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. This month we'll be talking about cybersecurity lessons for kids....
Estate PlanningCaregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under...
Asset ProtectionIn this issue: Avoid Ransomware Catastrophe with the Rule of Three Cybersecurity Shorts Software Updates Welcome to your July Savvy Cybersecurity newsletter. This month we'll be talking about ransomware. Read on for more information on that, as well...
One of the most googled retirement questions is "How much do you need to retire?" The problem is Google can't answer that for you. Only you can.You May Also Like...
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:...