The 4 Essential Elements:

Asset Protection

Our asset protection strategy is to create barriers, boundaries, and safety nets to protect you and those your care about most.

Most asset protection plans fall short because, while your assets include stocks, bonds and real estate, for many their single biggest asset will be their ability to earn an income over their lifetime. This asset needs to be protected too! Our complete asset protection plan is designed to protect all your assets to give you the peace of mind you really want and need.

Educational Articles

The material in this section is designed to help you both grow and maintain your Asset Protection Plan so you can Live more independent!

Are Your CD’s Really Safe?

Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? They are touted as the “safe” investment option with essentially no risk as they are not tied to the stock market. However, how “safe” are they really...

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Bad Advisors-How To Detect Them and How To Avoid Them

Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Advisors” will not only confirm your suspicions about your current and past financial advisors, it will also reaffirm why you should likely...

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There Is A Better, Smarter, Safer Way to Plan For Your Retirement

The Old Way There is a Better, Smarter Safer way! This is the paradigm most people have when it comes to making their investment decisions.  When the market is up, they become greedy.  They want to get on the band-wagon and not miss out on the "opportunity" to make...

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