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Asset Protection Services Cleveland OH

This page provides relevant content and local businesses that can help with your search for information on Asset Protection Services. You will find informative articles about Asset Protection Services, including "Protect Your ASSets in Business". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Cleveland, OH that can help answer your questions about Asset Protection Services.

Marco Mazzone
8227 Brecksville Road
Brecksville, OH
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Kent State University/ Accounting
College for Financial Planning
Years Experience
Years Experience: 41
Service
Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From

Data Provided By:
Morgan Stanley
(800) 362-1230
200 Public Square, Suite 2600
Cleveland, OH
 
Morgan Stanley
(800) 473-0003
159 Crocker Park Blvd Suite 460
Westlake, OH
 
Robert Haller, Dena Haller-Russell, Jeffrey Brooks
3769 Columbus Pike
Delaware, OH
Company
Title: Investment Representatives
Company: Haller Financial Services, Inc.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Bob Haller, Lincoln Christian College, Honors, Ministerial
Dena Russell, Purdue University, Degrees in Psychology & Supervision
Jeff Brooks, Wright State University, BA Marketing
Years Experience
Years Experience: 28
Service
Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning

Data Provided By:
Mr. Daniel M. Betzel (RFC®), JD
(614) 418-1742
2720 Airport Dr
Columbus, OH
Company
Money Concepts
Qualifications
Education: Juris Doctorate-The Ohio State UniversityMaster of Arts-Bowling Green State UniversityB.A.--Cedarville University
Years of Experience: 18
Membership
IARFC, FPA, Bar
Services
Invoice, Estate Planning, Portfolio Management, personal Coach, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Will Miller
5152 Bringham Dr
Brunswick, OH
Company
Title: Investment Advisor Representative
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement

Data Provided By:
Morgan Stanley
(800) 676-6760
24400 Chagrin Blvd 3Rd Floor
Beachwood, OH
 
Matt Lazar
....
Columbus, OH
Service
Retirement Income Accumulation Planning,Business Income Tax Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Life Settlements,IRA, 401k, Roth IRA, QDRO Ro

Data Provided By:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. John E. Pickarski (RFC®), CHFC
(937) 525-9500
4011 Cedar Hills Avenue
Springfield, OH
Company
John Pickarski & Associates
Qualifications
Education: BS, MA
Years of Experience: 27
Membership
IARFC, MDRT, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Data Provided By:

Protect Your ASSets in Business


By Stephen Bucaro

Many people are starting an online business without a thought about the danger this may pose to their personal assets. The type of protection you need depends upon the nature of your business and the amount of your personal assets.

If you have no personal assets, you probably don't need much protection. They say "you can't get blood from a turnip". Hey, if someone wants to take over your credit card debt, they are welcome to it!

But if you do have investments, or own a home, and someone sues your business, they could take your personal assets. If you do not incorporate your business, by default it is a "sole proprietorship". This means your business is YOU and your assets are at risk.

If your product is something like greeting cards, then you are not extremely vulnerable to a lawsuit. You would think it would be difficult for someone to be harmed by a greeting card, but someone might interpret the prose on the card as personal character defamation, or they might get a paper cut from the card. Remember a few years ago when a lady sued McDonalds after she burned herself by placing a cup of hot coffee between her legs?

If your product is a food item or a physical object, you could be especially at risk of a lawsuit. The list below provides some steps you should take to protect yourself if you run a business.

1. Incorporate your business. A corporation is treated like a separate individual. If the corporation is sued, your personal assets cannot be taken. You don't need to pay a lawyer $1000 to file the papers to incorporate your business. You can do it yourself for about $50.

2. Post a disclaimer on everything you make. Your disclaimer should include a phrase like; "you do not make any warranties of merchantability or fitness for a particular purpose, either expressed or implied. By using this material, the user assumes complete responsibility for any and all damages resulting from that use."

3. Provide a "limited warranty" that defines the specific things that you guarantee about your product. If you don't, then your product is subjected to the default general "warranty of merchantability". Basically an unconditional guarantee.

4. If mis-assembly or misuse of your product might cause damage, then you need to provide complete instructions. Clearly state the proper use of the product and place a warning about misuse of the product.

5. Place large clear warning labels on your product and ...

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