— Services
The Smart Asset Protection Planner ℠
Protect all your assets and your income with The Smart Asset Protection Planner ˢᵐ.
Overview
The Smart Asset Protection Planner ˢᵐ is our unique and proprietary service that will provide you with extensive advice and guidance to implement a comprehensive asset protection plan. Our system will help you identify all your assets and meticulously evaluate internal and external risks associated with each. From there you will be equipped to select the optimal strategy to safeguard your assets in a streamlined, cost-effective manner. The Smart Asset Protection Planner ˢᵐ implements protection available at the Federal, State, and local levels.
We 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.
Please note, 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.
The Goal
The goal of The Smart Asset Protection Planner ˢᵐ is to help you identify all your assets and provide you with a comprehensive asset protection strategy.
Protect all your assets and income.
Identify an optimal asset protection strategy tailored to you.
What You Get:
Independent Fiduciary Advisor
Receive extensive advice and guidance with one of Lifetime Paradigm’s Independent Fiduciary Advisors.
Comprehensive Plan
Identify and analyze all your assets, assess both the inside and outside risk of each asset, and subsequently receive an optimal strategy to protect those assets, in a cost-effective manner.
Cybersecurity Protection
A personal cybersecurity audit so you can stay safe in our digital world.
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.