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Your Financial Roadmap
Asset Protection

Asset protection in financial planning involves implementing strategies and measures to safeguard one's wealth and possessions from potential risks, such as lawsuits, creditors, and financial downturns.


An intentional or unintentional act that causes damage often lead to lawsuits. We aim to shield our client's assets from these potential actions.

Tax (IRS)

You pay the IRS every year (#1 creditor). A MUST is to create tax efficient strategies to in your plan to minimize taxes. 

Stock Market

Anything that can take money from you can be considered a risk. It may sound illogical, but downturns in the market can deplete assets. Mitigating its risk is an important step.

Long Term Care

Can be one of the biggest expenses, if not planned can ruin many financial plans. 

Accumulating assets for retirement can be futile if legal actions threaten to strip them away.


Asset protection planning, often misunderstood, is crucial in safeguarding against lawsuits, particularly negligence suits arising from issues like distracted driving due to cell phone use.

Ownership of property and certain professions, such as doctors, lawyers, business owners, or entrepreneurs, introduces liability concerns that demand attention. To shield assets from creditors, creating a strategy that may include Limited Liability Companies (LLCs), insurances and/or trusts can be instrumental, provided they are structured correctly in a creditor-friendly state, following proper formation procedures by a qualified professional.

Assets like brokerage accounts, rental properties, vacation homes, and IRAs are apt for protection. possibly thru LLCs. Crucially, separating liability assets from non-liability assets within LLCs is paramount to mitigate risks.

In a comprehensive strategy, it's vital to address diverse liabilities and potential creditors for robust asset protection, ensuring a secure financial future.

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