About Us

We specialize in bringing together asset protection, tax reduction and wealth creation strategies for your estate plan.

What is Asset Protection?

There are currently millions of lawsuits clogging up the court system. Statistically speaking, if you have not taken steps to make yourself unattractive to a plaintiff’s attorney, you may be sued anywhere from five to seven times during your lifetime. Nearly 95 percent of the world’s lawsuits are filed in the United States, yet the U.S. represents just five percent of the world’s population.

You don’t even need to be guilty of anything to be financially wiped out by a lawsuit. Being at the wrong place at the wrong time, associating with the wrong people, and even an employee mistake could financially devastate you. Something as simple as driving your car down the road can potentially wipe you out.

Relying on insurance to cover you? Insurance has a long list of exclusions to protect the insurance carriers. Know too that damage claims frequently exceed insurance benefits. Attorneys are not interested in merely going after the insurance; if they discover you have significant assets (by performing a quick and inexpensive asset search), they will go after your assets as well.

In today’s world, asset protection is no longer optional. Don’t rely on someone else to protect your hard-earned assets. Instead, get educated so you can participate in the discussion and make sure you are properly protected.

Even if your attorney has helped protect you against lawsuits and your accountant has helped reduce your taxes, are you certain that you are maximizing both strategies without overpaying or missing something critical?

Learn more by attending our 3-Day Asset Protection Summit, joining one of our webinars, or watching videos online.

If you have questions about our trainings or events, contact us at 800-276-1430.