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?”
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A change in your mindset during retirement may drive changes to your portfolio.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Don’t overlook the need for renter’s insurance if you rent your home.
Marriage changes everything, including your insurance needs.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, covering how bond laddering works.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A bucket plan can help you be better prepared for a comfortable retirement.