Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – income, expenses, liquidity needs and retirement goals – and create a plan that is unique to your situation.
When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world and we are very proud of our commitment to always put our best foot forward.
We offer our prospective clients an initial complimentary consultation where we take the time to discuss your current situation. This helps you, and us, decide if working together would be to both of our benefits.
Your financial destination is important to us. Contact us today to schedule a time to discuss your situation.
Asset Protection
Many people focus their efforts on increasing their financial resources, yet they may give relatively little attention to protecting those assets once they are accumulated. However, without the proper legal protection, the financial security you have worked long and hard to build could easily be threatened by an unexpected lawsuit.
In today’s litigious society, it is important to be prepared. Basic assets, such as home equity, savings or retirement accounts, could be at risk. Business owners and professionals, such as doctors, dentists, lawyers and accountants, may be especially vulnerable to claims from customers/patients/clients, suppliers, employees and lenders.
Lawsuits can be expensive and time-consuming to defend. Even if you think you are in the right, you may be forced to settle, because it may be more costly to fight a lawsuit than to pay a settlement. Also, regardless of whether you win or lose, you must generally pay for the costs of your own defense. However, with proper advance planning, there are some relatively simple and inexpensive ways to protect your assets from the threat of litigation.