Broker Check

The accumulation of assets (wealth) can take a great deal of time and effort – a lifetime for some individuals. A common concern for many individuals and business owners, is the fear of losing wealth as a result of creditors and judgments from lawsuits. The good news is that with proper planning everyone can protect some or most of their assets, making it difficult for creditors to reach them. Becoming “judgment proof” requires independent tax and legal advice and involves direct or indirect costs. 

One of the meetings you will have with us is called the Protection Meeting. In this meeting we review our understanding ofyour present financial condition and suggest options that may protect assets against future claims. The subsequent meeting is the Cash Flow meeting, where working together we examine your financial picture to verify that your money is working as efficiently and effectively as possible.