Asset Protection

MANAGING RISKS TO safeguard wealth and protect futures.

You have achieved significant wealth that is critical to you. The single most important way to protect it is to reduce your exposed financial risk in the event of unforeseen events such as accidents, disability, personal litigation, property damage, or exposures to business risks and litigation that leads to financial loss. We stress-test everything to determine potential exposures. Your financial situation is more complex than most. We customize asset protection plans to preserve peace of mind.

Custom-Designed Insurance Plans

Stress testing and insuring against risk is an essential part of any asset protection plan. As independent insurance agents, we have access to policies from a wide range of companies, which means we can discover and select the products that best fit your needs. These include:

  • Life Insurance
  • Disability Income Replacement Insurance
  • Long-Term Care Insurance
  • Global Travel Medical Insurance
  • Medicare Supplement Insurance*
  • Private Captive Insurance*
  • Property & Casualty Insurance*

*Provided by third-party independent expert insurance providers

Enhanced Risk Management

Each family we protect is entirely unique. We customize insurance strategies to optimize risk reduction and provide tax-advantaged savings wherever possible, so you can use funds to achieve your financial goals, such as buying a second home, and financing travel and adventures in retirement.