Home of the Financial GPS

Let’s talk about how to address your concerns about retirement, so all you have to do is focus on the fun!

Our Financial GPS process gives you an in-depth, custom look at your financial world. It’s all geared to helping you preserve and grow your wealth, minimize taxes and fees, and navigate Social Security, long-term care and more.

Every day, we help solve retirement problems for people just like you. Let’s talk about how we can assist you with the obstacles standing between you and your dream destination.

Steps To Developing Your "Financial GPS"

The simple path to your retirement destination.

Discover

  • Where Are You Now?
  • What's Your Destination?
  • Identify Financial Roadblocks

Design

  • Work Optional Income Plan
  • Social Security Maximization
  • Asset Preservation & Distribution

Deploy

  • Organize and Simplify
  • Estate & Liability Planning
  • Long-Term Care & Tax Planning

Route Adjustments

  • Progress Reviews
  • Proactive Communication
  • Survivor & Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Steps To Developing Your "Financial GPS"

The SIMPLE path to your retirement destination.

Discover

  • Where Are You Now?
  • What's Your Destination?
  • Identify Financial Roadblocks

Design

  • Asset Positioning
  • Organize & Simplify
  • Long Term Care & Estate Planning

Deploy

  • Cash Flow - "Play Checks"
  • Social Security Max
  • Tax Planning

Route Adjustments

  • Performance Reviews
  • Proactive Communication
  • Limitless Availability

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

A Higher Standard of Service

Asset Protection Group holds itself to a higher standard: the Fiduciary Standard. What does this mean? We are obligated by law to always put your best interests first. It’s the same standard doctors and lawyers are held to, meaning we cannot and will not make any recommendations unless they are in your best interest, regardless of how it affects our bottom line.

You might think, “Aren’t all advisors required to put my best interests first?” Unfortunately, no. Many advisors simply adhere to the Suitability Standard, which means they can base their recommendations on whatever makes them the highest commission.

As a fiduciary firm, we believe in relationships built on trust, integrity and always doing the right thing for our clients. Your financial well-being is our top priority. With Asset Protection Group, you can feel confident you’re on the right path to your ideal retirement.

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