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Asset Protection Services Dublin 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 Dublin, OH that can help answer your questions about Asset Protection Services.

Carl Zimmerman
5650 Blazer Parkway.
Dublin, OH
Company
Company: Zimmerman Advisory Group, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
The Ohio State University/ B.S. Economics
Ashland University/Masters
Years Experience
Years Experience: 20
Service
High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Success

Data Provided By:
Mr. Rob Burnette (RFC®), MBA
(614) 305-5160
PO Box 282
Lewis Center, OH
Company
Wellness Financial Advisers LLC
Qualifications
Education: BSEE (US Naval Academy), MBA (University of New Haven)
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
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. Brian D. Fenstermaker (RFC®), CFP
(614) 794-1111
2836 Jericho Pl
Delaware, OH
Company
Envision Consulting Group, LLC
Qualifications
Education: Ohio State University
Years of Experience: 15
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Business Coach, Education Plan, Asset Protection, Compensation Plans

Data Provided By:
Morgan Stanley
(800) 457-0025
545 Metro Place South, Suite 300
Dublin, OH
 
Mr. James F. Rudolph (RFC®), CSA
614-793-2121 x2445
485 Metro Pl #350
Dublin, OH
Company
Jim Rudolph Wealth Strategies
Qualifications
Education: United States NavyBachelors degree from The Ohio State University.
Years of Experience: 37
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Collectable Coins , Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

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:
Fred Abbott
3110 Royal Dornoch Circle
Delaware, OH
Company
Title: CLU, CFP
Company: Abbott Financial Services, LLC
Type
Investment Advisor Rep: Yes
Education
BSEE Ohio Northern University
MBA Ohio University
Years Experience
Years Experience: 19
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,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,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
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:
Morgan Stanley
(800) 659-0660
41 South High Street Suite 2700
Columbus, OH
 
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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