You Need Wealth Protection Planning
Your Advisors Have Not Done Enough
What is "Wealth Protection Planning?"
Finding Your Personal Economy

As you read the last few paragraphs, you may thought, "Sure, this book sounds like a good deal... but I don't think I need this type of planning.  In my case, I don't think I'd get much out of the meeting with the attorney and financial planner anyway."

In our practices, we have assisted clients as varied as our entire population - from extremely wealthy families to individuals just starting their careers; from physicians and business owners to employees of Fortune 1000 companies, from high profile celebrities to anonymous farmers.  Moreover, our practices address goals from estate planning (like Dana & Ted who we discussed in the Introduction) and asset protection (Karen & Steve also from the Introduction) to tax reduction, from retirement planning to benefits packaging and more.  From this vast and varying experience, we can make this bold statement:

YOU, no matter your age, particular circumstances, or level of wealth, need Wealth Protection planning.

Why can we make such a bold and sweeping statement?  How can we be so certain that you need Wealth Protection planning when we haven't had the opportunity to meet with you in our offices?  We can be so bold because of the one principle we have each learned in our practices:

Every client wants to either build greater wealth, preserve existing wealth, or do both.

Think hard.  Does this axiom apply to you?  Don't you want to build more wealth than you have today, so you can enjoy it retirement, leave it your family, or give it to a worthy cause?  If not, don't you at least want to preserve what you have already built, so it isn't eroded by taxes, investment downturns, or lawsuits?  If either of these goals seem worthy, then Wealth Protection planning should appeal to you.

Perhaps you think you've already done this planning, that your advisors have already put you in the right position in terms of Wealth Protection.  We think this is highly unlikely.  Let's discuss why.

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