Client Questionnaire
At this step in the process, we would like to collect some raw data to be able to advise you on a direct solution. This fact-finding mission will involve a live conversation with one of our trained advisors and will provide you with a comprehensive explanation of the necessary steps to protect your world. The discussion will center on lifelong asset protection solutions. The fee for this comprehensive evaluation is $495.00 USD.
If you choose to hire our firm to implement an asset protection plan, the evaluation fees will be applied to your total fee. In essence, your evaluation would be free.
Please navigate our Security Image below; you may then use our Application to Assess Your Estate.
EDUCATION SELF HELP
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Learn more about protecting your assets with these articles:
EDUCATION PRODUCTS
Asset Protecion Training
If you are looking for the most important concepts in Asset Protection, this is where to start! If you need to talk intelligently about protecting your net worth or you are a professional this online training program is for you!
Free Asset Protecion Course
Get our Free Online Asset Protection Video Course.
Learn how to protect yourself like the pros!
Asset Protection in a Nutshell
Clear, concise and straight forward, this e-Book will help you make sound decisions with your business and personal assets..
Protecting Assets - 70+ Video Lessons + 3 Ebooks
This e-course will give you straight forward asset protection advice you can implement now. One of the best asset protection courses available! Includes 70+ video lessons, 3 Ebooks, and 6 example legal documents!
Advanced Estate Planner
The key to a solid Asset Protection Plan is the Estate Plan. This downloadable estate organizer will help you keep track of important information about your assets and important legal documents all in one place.
