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.
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 and tax planning are vital for your business because:
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.
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.
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.
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.
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.
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 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.
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.
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.