• Outcomes matter.         Trust is earned.

    Outcomes matter.
    Trust is earned.

Asset Protection Strategies

Shielding your assets from the threat of potential liabilities is an essential element of wealth planning. If your risk exposure goes beyond the protection afforded by traditional home, auto and life insurance, a current risk assessment is a must.

Some common circumstances that can heightened your vulnerability include serving in a high-risk profession, closely-held business ventures, rental property ownership, or a teenage driver in the family, just to name a few. Some of the ways to ensure additional protection include:

  • Personal “umbrella” liability insurance
  • Disability and Long Term Care Insurance
  • Buy-sell agreements
  • Directors and officers liability insurance
  • Asset titling/ownership strategies
  • Asset-protection trusts

For a confidential, free assessment of the adequacy of your own asset protection, contact us today.

Let's Get Acquainted

We offer a complimentary introductory meeting to describe our services
and to see if our services are right for you.