Solid Family Protection…

The Four Financial Quadrants To Protecting Your Family

Our Financial Planning Strategies

Our strategies and theories are the most sound and current in practice today and revolve around the idea that families and individuals need four types of services from their financial advisers. We break these four types into financial “quadrants”.

The first quadrant, “Growth and Protection of Your Assets”, concerns what you have now…your “assets”.

The other three quadrants exist to protect the first quadrant and to assure that it remains top-of-mind.  We work to protect our clients from losing assets by reducing risk of asset reduction from:

  • ESTATE TAXES or SEIZURE
  • HIGH MEDICAL EXPENSES THAT CAN DRAIN YOU DRY, and
  • POOR FINANCIAL PLANNING.

Let’s talk about the quadrants further.

The 4 Financial Quadrants of Our Lives

Below are all the different kinds of tools we use to protect your family and help you create a more solid plan. See me so that we can have a discussion about how to begin.

4 QUAD

These days, with the world becoming more and more complex, and risk climbing in the financial markets; we have to make solid plans…. and be careful.

Where do you want to go first?

Learn more about…

  • Quad 1 – Retirement & Assets Growth
  • Quad 2 – Healthcare (ACA) OR Medicare
  • Quad 3 – Catastrophic Illness; Long-Term, Short-Term, or HOME Care Solutions
  • Quad 4 – Estate Creation & Protection

Or do you need…

  • Enrollment Assistance