Do You Have the Proper Financial Team?

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
  • Accountant
  • 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