Secure Solutions Financial Group
(210) 493-9195
This website was designed to illustrate to current and potential clients the benefits of working with this Terry & Carolyn Riely how Terry as a Certified Wealth Preservation Planner (CWPP™) can help you with:
Asset Protection- "Advanced" Estate Planning
- Income and Estate Tax Planning
- Financial Planning
- Business/Corporate Structure
As a CWPP™ advisor, it is my belief that NO client’s estate or financial plan can be complete if the plan does not also address the problems of asset protection.
Your current team of advisors: Are they meeting your needs?
CWPP™ advisors at a minimum are familiar with the following list of topics:
The use of domestic LLCs, FLPs and offshore Asset Protection trusts, “Freeze” Partnerships, The Leverage Bonus Plan, Section 79, The 1% CFA Mortgage, Equity Harvesting, Equity Indexed Annuities, The Maximizer, 401(k) Plans, New Comparability Profit Sharing Plans, Defined Benefit Plans, 412(i) Defined Benefit Plans (and carve out plans), VEBAs/419 Plans, ESOPs, Life Settlements, Reverse Mortgages, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, Long-Term Care Insurance, HRAs, Drug Carve-Out Plans, Section 125 Plans, HSAs, Corporate Structure and many more topics.
Look at the above list and be honest with yourself. Do your current advisors know these useful tools? If not, do you think you are receiving the best advice possible when it comes to Asset Protection, Estate Planning, Income and Estate Tax Planning, Financial Planning, Business/Corporate Structure. Don’t you and your family deserve the best advice? If so, then you should contact our firm for a review of your current plans (or lack thereof).
We encourage you to surf this website so you can determine for yourself if you are properly asset protected and if you are positioned to grow your assets with minimal risk while mitigating or avoiding income, capital gains and estate taxes along the way.
If you would like to have a review of your current situation or would like to talk with our team, please call 210-493-9195.
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