You've been building up your assets, and you even own some rental properties. Great! But have you taken the time to protect those assets from lawsuits?

Most of us are so busy figuring out how to grow our assets and net worth that we give little thought to the ways in which we could lose them. There are a couple primary ways you can lose your assets…1) by making really poor investment decisions where you lose money instead of making it, and 2) by getting sued and losing. Asset protection planning is the effort we all need to make to protect what we have amassed!

THIS PACKAGE INVOLVES ME WORKING WITH YOU TO REVIEW AND ADDRESS THE FOLLOWING:

-EXISTING ASSET OWNERSHIP & RISK

-CURRENT INSURANCE COVERAGE LEVELS & COST

-ADDITIONAL INSURANCE NEEDED

-DISCUSSING THE BENEFITS OF TRUST

-USING ENTITIES TO CREATE PROTECTION

-POTENTIAL ENTITY INSURANCE

-ASSET PROTECTION VIA RETIREMENT ACCOUNTS

-ENTITIES & TAX EFFICIENCY

Don't let your life's work be subject to unnecessary risk. You need to be proactive, by putting systems in place to protect your assets.

SCHEDULE A FREE 20MIN CHAT TO DISCUSS THIS SERVICE!