Asset Protection

A primary goal of every client is to keep the wealth they have accumulated. By developing asset protection and wealth preservation strategies, clients can be confident of achieving their goals, which may include a successful retirement lifestyle and/or generational wealth transfer to heirs.

  • Develop custom risk management plans to protect against premature death, disability or chronic long term health issues.
  • Ensure proper titling of accounts and their respective beneficiaries.
  • Develop, with the support of appropriate legal counsel, estate plans that reflect client goals and intentions.

Our approach to wealth management begins by listening. Rather than telling our clients what they should be doing, our first question is “Where do you want to go?” We get to the heart of what our clients hope to achieve through wealth management.

If you would like to find out if you are protected against life’s circumstances, contact us today to arrange for a consultation.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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