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Asset Protection Services Dunedin FL

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 Dunedin, FL that can help answer your questions about Asset Protection Services.

Marvin H. Feldman (RFC®), CHFC, CLU
(727) 723-9020
Corporate Square
Clearwater, FL
Company
Feldman Financial Group
Qualifications
Education: BS
Years of Experience: 44
Membership
IARFC, MDRT, AALU, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell

Data Provided By:
Vic Schumacher
404 Old Mill Pond
Palm Harbor, FL
Education
Univ of Arkansas/BSBA
Years Experience
Years Experience: 9
Service
Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Investment Consulting & Allocatio

Data Provided By:
John A. Creveling (RFC®), CFP, MBA
(727) 608-1269
13770 58th St N
Clearwater, FL
Company
Creveling Financial Services
Qualifications
Education: BS, MBA
Years of Experience: 14
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Murphy J. Bradshaw (RFC®), CHFC, CLU
(800) 839-2731
11101 Roosevelt Blvd
St. Petersburg, FL
Company
Bankers Financial Corporation
Qualifications
Years of Experience: 9
Membership
IARFC, MDRT, NAPFA, NAIFA
Services
Invoice, Retirement Planning, Tax Planning, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided By:
Mr. James D. Grady (RFC®), CSA
(727) 369-1515
805 Executive Center Drive West #120
St. Petersburg, FL
Company
Lincoln Financial Advisors
Qualifications
Years of Experience: 23
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. P. Christopher Music (RFC®), MBA
(727) 588-1540
601 Cleveland St Ste 501
Clearwater, FL
Company
Wealth Advisory Associates
Qualifications
Education: Bachelors of Business AdministrationMasters of Business AdministrationCertified Wealth Preservation PlannerCertified Asset Protection Planner
Years of Experience: 20
Membership
IARFC, MDRT, FPA
Services
Invoice, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Medi Kaplani
4119 La Salle Dr.
Palm Harbor, FL
Company
Company: Family Financial Services, Inc.
Years Experience
Years Experience: 15
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Disability Insurance,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,401k Rollover From Employer,CD Alternative,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Settlements,Income for Life/ Preserve Principal,Life Insurance,Long-Term Health Care Planning,Estate Tax Planning,Asset Protection Strategies & Planning

Data Provided By:
Mr. Chet Mundzak (RFC®), LUTCF
(813) 814-5991
8809 N. River Road
Tampa, FL
Company
Mundzak Financial Services
Qualifications
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. James Gerard Huhn (RFC®)
(727) 398-2200
5600 Bay Pines Lakes Blvd.
St. Petersburg, FL
Company
Affiliated Planners, Inc.
Qualifications
Education: Series 7 - General Securities license. Series 66 - Uniform Combined State Law Exam.Florida Resident Life, Health and Variable Products license.Illinois non-resident agents licenses. Long-term Care Professional designation. Chartered Retirement Plann
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. Dan T. Peacock (RFC®), CFA, CFP, CHFC, CLU, MSFS, RFP
(813) 314-2383
3030 North Rocky Point Drive W.
Tampa, FL
Company
Dan Peacock & Associates, Inc.
Qualifications
Education: BA, MBA
Years of Experience: 32
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group 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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