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Asset Preservation

A solid asset preservation plan is the foundation of any financial plan. As an individual, business owner, or physician you are at risk from various potential creditors, whether it be from a law suit or your own mortgage company, we all need to be properly protected.

At JD Wealth Management we have the experience to help coordinate your assets to help minimize your risk and exposure.

Key tips to consider for a proper asset preservation plan:



  Plan Early do not wait until an issue arises to begin.                                                     

  Asset Preservation Planning is a supplement to liability and professional insurance not a                            substitute

  A proper asset preservation plan should be coordinated with your individual estate plan and/or                  business plan 

  Asset Preservation Planning may include the use of trusts but there are other vehicles  that can be            used in lieu of or in conjunction with trusts

  The best plans are simple, well executed, and easy to explain

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


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