Asset Protection Planning Services in Oregon

It has taken blood, sweat, and extreme work ethic to build your business or brand and accumulate wealth. Now that you are a high net-worth individual, it’s vital that you take deliberate steps to preserve this wealth. This is where asset protection planning comes in.
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Asset protection planning services

What is Asset Protection planning?

This is an action plan where an asset protection advisor sets up techniques and strategies that protect your business and personal wealth. The barriers put in place safeguard your valuables against divorce, business partner disputes, creditor claims, business liabilities, and other lawsuits.    

How Can IWA Help?

Interactive Wealth Advisors is a Portland, OR fee-only financial planning firm serving all Oregon. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

asset protection strategies

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning — in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Stock option planning
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Wealth management
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Investment management for trusts
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Financial Windfall Planning
Expected or not, windfalls are a dream come true. While you may be tempted to purchase or experience life’s luxuries, taking a step back and rethinking how to manage the money is crucial. In this case, hiring a windfall financial planner would be the first step to safeguarding your financial future.
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IPO & Pre-IPO Tax and Financial Planning
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Our Solutions Include:

  • Asset protection retirement planning: we teach the elderly about wealth preservation and tax-smart investing for a worry-free retirement life 
  • Business owner planning: we help entrepreneurs separate their business and personal assets, protecting them against bankruptcy in case of business lawsuits
  • Tax planning: we will assess your financial situation and develop strategies that allow you to pay the lowest taxes.
  • Transition planning: our asset protection consultant will take you through the necessary steps to protect your wealth when transitioning to another phase of life   
  • Stock options estate planning: we will manage your stocks, implementing the right strategies for maximum returns.  
Asset protection retirement planning

Asset Protection Planning Benefits

Asset protection and tax planning are vital for your business because:

Protects it against some lawsuits

Personal financial planning for business owners minimizes the risk of businesses being a target for lawsuits. A professional financial consultant will thoroughly assess your business, informing you of items and properties that would be deemed unworthy in case of a lawsuit. They will then devise unique asset protection strategies to safeguard them.

It provides security for uninsurable wealth

Insurance companies have standard policies that may leave some of your assets uninsured. As much as insurance policies are designed to make you feel secure, such caps may leave you feeling vulnerable.

In this case, financial planning and asset protection are surefire ways to secure your wealth. A reputable financial consulting firm will look at such loopholes extensively, offering viable solutions to fill such gaps. 

financial planning and asset protection consulting

It establishes your business as an independent entity

Some entrepreneurs will be entangled in unprecedented legal issues. In such scenarios, it’s vital that your personal property and money remain secure.

Investment management consultants will help establish your business as an independent entity. This helps secure your personal property in case of legal claims, allowing you to bounce back quicker after the case is closed.

Who Is It For?

Tax planning and asset protection are best suited for the wealthy. This includes business people with a high net worth, as they are often targets for creditors and ‘financial predators.’ It’s also ideal for doctors, physicians, real estate developers, and other established professionals in high-risk careers. 


Lawsuits, divorce, and business liability claims can drain your hard-earned assets. By implementing these expert asset protection best practices, you have a fighting chance in the event a process server shows up at your doorstep.

Let’s dive into the details.

Best Practices for Asset Protection Planning

Finding the perfect financial asset protection tools
Setting up advanced asset protection tools is a surefire way to protect your wealth against creditors. Some of the tools to consider include LLCs, special trusts, IRAs, LPs, and annuities. An experienced fee-only financial advisor in Oregon will be able to round up the essential tools that will generally keep your property safe from creditors. Since it’s not a foolproof strategy, talk to your advisor and let them enlighten you on exceptions (if any) that apply to your situation
Understand that business and personal wealth do not mix
Whichever protection structure you choose, make sure there is a clear distinction between personal and business assets. Doing so ensures that, in the event that a plaintiff slaps you with a lawsuit, they will only go after one of them, not both.
Consider shared control
An asset protection planning advice that you will almost always come across is to avoid having sole control over your estate. Multiple people sharing control will limit a creditor’s right when seeking debt payment or compensation. Trusts provide an excellent way for high net-worth persons to share control. Doing so minimizes the risks of losing a significant amount of money and property to lawsuits, business liabilities, or divorce.

Why Choose Us as Your Asset Protection Planning Consultant?

Interactive Wealth Advisors is a licensed company with expertise in finance. Over the years, we have offered invaluable advice to professionals and companies, helping them manage, grow and protect their hard-earned assets.

We are renowned tax planning asset protection experts for a host of reasons.

For starters: 

  • We have a passion for wealth management

Interactive Wealth Advisors is passionate about growing, managing, and protecting wealth, whether generational or hard-earned. Our professionals gravitate toward staying current with the evolving financial industry, which allows us to align our service delivery with industry standards and leverage acceptable methodologies in our operations.

  • We take a client-centric approach

We are a reputable company that puts the needs of the clients first. Once we forge a partnership, we are keen on assuming a client’s perspective to ensure we extensively understand what matters to them. This is an attractive trait that allows us to analyze your financial needs in-depth, ensuring we offer wealth management tools perfect for your situation.

The fact that we offer a fee-only business model shows transparency in our service delivery, further proving our dedication to our clients.

  • We offer customized solutions 

Client needs vary and we understand that there isn’t a one-size-fits-all approach to protecting money and property. Apart from asset management, we offer various other financial solutions including Oregon retirement planning, investment management, business owner and transition planning, and a host of other financial services.

  • We are authentic

Transparency in the provision of services is our driving force. We will regularly communicate about your investment portfolio, sharing market developments as they happen. Through this, clients can hold us accountable for our asset protection services, including the advice we give and the actions we take.

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Frequently Asked Questions

Why do retirees need Asset Protection Planning?

Asset estate planning protection for seniors prepares retirees for such a time when they will need assisted living. According to senior living, nursing home costs can be as high as $297 per day. Such preparations safeguard retirees’ wealth, helping them qualify for Medicaid when they go to a long-term care facility.

What are our core principles and approaches in Asset Protection Planning?

IWA believes in accountability to the client, achieving excellence, and maintaining integrity in service delivery. More so, we are a fiduciary that always acts in our client’s best interest and believe in time value for money.

Is it worth hiring a financial advisor for asset protection and tax planning?

Hiring a financial advisor is a brilliant idea and definitely worth it. They are particularly helpful if you are nearing retirement, have received an inheritance, or are undergoing a life-changing situation such as the death of a spouse, marriage, or promotion and need to plan your wealth. The expert will work closely with you, sharing and implementing courses of action that secure your future and probably that of future generations.
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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