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.