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?”
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Purchasing homeowners insurance is critical for protecting your home.
For homeowners who think their property taxes are too high, there are ways to appeal.
How long does a $20 bill last?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Five phases to changing unhealthy behaviors.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, covering how bond laddering works.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?