Services

The Smart Asset Protection Planner ˢᵐ

Protect all your assets and your income. 

Benefits

The Smart Asset Protection Planner ˢᵐ identifies the assets you have, assess both the inside and outside risk of each asset, then, selects the optimal strategy to protect those assets in the simplest, most cost-effective manner.

The Smart Asset Protection Planner ˢᵐ implements protection available at the Federal, State, and local levels.

The Smart Asset Protection Planner ˢᵐ will also assist you with a complete cybersecurity audit and provide you with step-by-step instructions to implement any resulting recommendations for improvements in our digital world.

The Smart Asset Protection Planner ˢᵐ will provide you with extensive advice and guidance to implement a comprehensive asset protection plan. While Lifetime Paradigm advisors are not attorneys and we do not provide any legal advice or draft any legal documents, we will work with your attorney or refer you to one of our preferred attorneys to ensure everything is done in a legally compliant manner.  

Get Started

Enroll now to get started with The Smart Asset Protection Planner ˢᵐ.  Discover a better, smarter, safer way to protect your assets and your income. 

Featured Newsletters

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...

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...

2021 Key Financial Data

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...

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a "My Action Plan" so you'll know the next steps to take to...

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse the following topics and questions to guide a cybersecurity discussion with your security professionals and management team.  The goal is to share information, identify problems...

10 Common Medicare Questions Answered

Asset ProtectionMedicare is more complicated than most people think. Here are ten of the most common questions that come up on Medicare.With the baby boom generation entering retirement, many have...

Family Income Protection

If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any...

How To Know If You’ve Been Hacked

October is Cybersecurity Awareness Month for our Nation! We strongly believe in knowing how to protect oneself online, which is why we want to share these tips on how to be safe and secure online....

Health Care Options In Retirement

The Smart Asset Protection NewsletterWhile you were working, you likely relied on employer insurance. But after retirement your options are different, and that requires careful planning.Some 58% of...

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...