Broker Check

Wealth Should Be Properly Protected

Wealth Should Be Properly Protected

Wealth management should prioritize asset protection. As part of our financial planning process, we assess the risks relevant to each client and develop strategies to help reduce their exposure. This is done in calibration with insurance agents and an asset protection attorney, if needed. 

Some of the most common risks to our money are:

Lawsuit
Property damage (car/home)
Inflation
Interest Rates
Tax Changes
Job Loss
Disability (income loss)
Pre-Mature Death
Long-Term Care Expenses
Market Volatility
Identity Theft
Business - Partnership Split
Business - Key Employee Loss

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.