Asset Protection.

Protect Your Wealth

Asset Protection



If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to email us or phone (800) 278-8994. To sign up for a free consultation or to just get more information click here.

Asset Protection

What is asset protection?

Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.  A few examples of a typical creditor are: someone injured from someone negligently driving a car, a patient who sues a physician for malpractice, or someone who slips and falls on property and sues the owner.

While it is true that clients with money do need to protect themselves from the “typical” creditor, there are many other creditors out there clients need to be protected from.

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Bad Advisors Book



What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please click here to email us or phone (800) 278-8994. To sign up for a free consultation or to just get more information click here.

Medicaid Planning



If you would like help or have questions about how to properly plan to pay for your nursing home expenses or how to quickly qualify for Medicaid,  please click here to email us or phone (800) 278-8994. To sign up for a free consultation or to just get more information click here.

Captive Insurance



Does this sound like something that might want to learn more about? If so, please click here to email us or phone (800) 278-8994. To sign up for a free consultation or to just get more information click here.

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