One of the most important things you can do when it comes to your wealth
is to have a complete financial team to help manage your decisions. We
don’t recommend making any big decisions regarding your wealth without
either getting your entire financial team together or consulting the key
people on your team individually. This will help you to make the most
educated decisions for your overall financial goals.
Your team should include:
- Asset Protection Attorney
- Financial Advisor
- Insurance Agent
- Estate Planning Attorney
- Tax Attorney
- Business Succession Specialist
Appoint a financial quarterback who can assist with getting all the team
members together. The money you will save in the long run by having all
of your financial professionals scrutinize each decision will be well
worth the cost of retaining them for an hour or so each time you are making
a significant financial decision.
The goal is to structure your finances in a way which keeps them protected
and provides you with many other financial benefits as well.
The Presser Law Firm P.A. not only focuses on Asset Protection, but knows
the importance of integrating your Estate Planning, Tax Planning, Business
Succession Planning, and financial planning. Your financial professionals
are essential to implementing an integrated plan. Contact us today for
a complimentary preliminary consultation regarding your Asset Protection options.
The Presser Law Firm P.A.
6199 N. Federal Highway, Boca Raton FL 33487
561-953-1050 or e-mail