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8551 W. Sunrise Blvd, Suite 106, Plantation, FL 33322    |    Phone: 954-598-0752    |    Get Office Directions

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Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Asset Protection Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

-“Do you have enough confidence in your CURRENT Plan or Advisor that you would be open to a second opinion?”

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.


Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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