Protecting Your Wealth

You’ve worked hard to set and meet your financial goals so you can realize your dreams. Unforeseen circumstances as well as inflation, unanticipated expenses and taxes can erode the value of your assets. With longer life expectancies and higher costs of long-term care, preserving what you’ve got becomes critical.

Asset Protection

Clients with increased assets need to protect themselves from certain “creditors” that may be a threat to their wealth: the IRS and state government, stock market, estate taxes, long-term care expenses and more.

*Asset protection strategies may involve the use of insurance products. During an analysis of your financial situation, we can help navigate this use of insurance products in your overall financial plan.