Protecting your Wealth

You’ve spent a lifetime managing your money, growing your assets and planning for a secure retirement. Are you doing enough to protect your assets?

Here are several ways PPC can help you protect your wealth:

  • We can work with your attorney to take proper legal steps via wills, trusts, etc., to ensure an orderly transition of your estate to the ultimate recipient of your wealth. In addition, we can plan for the potential impact of Federal Estate Taxes and state inheritance taxes. This may also involve advice from your attorney to properly title your investments to help protect them from lawsuits and creditors.
  • We can provide comprehensive analysis to help you make prudent investment allocation decisions. This should help minimize the negative impact of sharp changes and declines that can occur over time within the world’s stock markets.
  • We can offer extensive product knowledge and insight into the investment vehicles meant to provide an additional layer of protection for invested assets. It is wise to have an understanding of these options, and their associated costs and fees.

Each person’s situation is unique; there are no “cookie cutter” solutions to the best ways for you to protect your assets. In situations where legal or tax advisory assistance is necessary, we will work in tandem with your chosen professionals or provide referrals if necessary.

For more information, or to schedule a no-cost, no-obligation consultation, please contact Preferred Planning Concepts at (847) 375-0505 or click here.