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
BLOG
Browse All Asset Protection Articles, Videos, Podcasts
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...
Cybersecurity Monthly Newsletter December 2020
Asset ProtectionIn this issue: Massive hack hits U.S. government agencies and Fortune 500 companies Cybersecurity shorts Software updates Welcome to December's Savvy Cybersecurity newsletter. Read on to learn about the cybersecurity news this month such as: A hack...
Monthly Client Newsletter December 2020
Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...
2021 Key Financial Data
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...
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!