What We Do

Asset Protection

Life is unpredictable. But that doesn’t mean you can’t protect yourself. We work with you to protect your assets so you and your family can rest easy.

Effective risk management is an essential component of your financial plan. It can make all the difference when it comes to preserving your family’s wealth and peace of mind over the long term. We work with your insurance specialist or connect you to one from our professional network. Together, we ensure that your assets are protected and in line with your long-term financial goals.

Building Protection Into Your Plan

Our asset protection strategies are designed to minimize risk and safeguard your family’s health and wealth—no matter what the future brings.

Protecting yourself and your assets starts with pinpointing risks. From divorce and accidents to creditor claims and lawsuits, there are many possible liabilities that could impact your financial health. But the right plan can protect you before problems arise.

Our asset protection strategies are designed to minimize risk and safeguard your family’s health and wealth—no matter what the future brings.

Comprehensive Coverage

When constructing your personalized asset protection plan, we review a wide range of issues and options, including:

  • Life and disability insurance
  • Automobile and homeowner’s insurance
  • Personal liability insurance
  • Long-term care insurance
  • Asset protection trusts
  • Strategic asset ownership
  • Business asset protection
  • Identity theft, fraud protection, and personal security
  • Kidnap and ransom extortion coverage