There are many firms, insurance agents and ‘asset protection specialists’ marketing canned plans and products under the guise of asset protection.  Simply stated – watch out!  Many of these well-intentioned salespeople have little to no training in the complex laws surrounding asset protection.  Most market a one-plan-fits-all product that always ends up with the client purchasing their high-commission product.

We stress the need for our clients to adopt a comprehensive wealth integration plan that fully integrates asset protection planning with their estate plan, retirement plans and business plans.   We work alongside your attorney and CPA to devise a personalized plan that meets the needs of each client.  Even clients who have installed other ‘asset protection plans’ have benefited greatly from our solutions.