Asset Protection Planning

Todays asset protection needs call for more than just strategic asset allocation. Product allocation; buying instruments that can protect your portfolio from negative returns early in retirement is generally considered a more effective means of protecting assets. While tax allocation strategies can protect your retirement funds from ever increasing tax rates.

Diversifying your retirement assets among a variety of vehicles; both insurance and investment oriented, depending on what is appropriate for your situation, may offer the best chance of meeting your retirement income goals throughout your life time.

To learn more about asset protection planning, please call 973-285-1040 or email me to schedule a no obligation consultation.