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

Mr. Douglas W. Finley (RFC®), CFP
(239) 267-7500
8695 College Parkway
Fort Myers, FL
Company
Finley Wealth Management
Qualifications
Education: Masters Degree, Financial Planning, College for Financial Planning, Denver, Co. Bachelors Degree, Finance, Arizona State University, Tempe, Arizona CFP Professional Education Program, The College for Financial Planning, Denver, Co.
Years of Experience: 13
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Charitable Planning, Asset Protection, Compensation Plans

Data Provided By:
Mr. Aaron P. Sevigny (RFC®), CEP
(239) 992-9927
24850 Burnt Pine Drive
Bonita Springs, FL
Company
Acadia
Qualifications
Education: BA with Honors in Economics from Ursinus College (Phi Beta Kappa)General Securities Representative, FINRA Series 7Uniform State Law and Investment Advisor Representative License, FINRA Series 66General Securities Principal, FINRA Series 24
Years of Experience: 17
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Morgan Stanley
(800) 326-8389
7811 University Pointe Drive
Ft. Myers, FL
 
Travis Sickle, CRPC®, AAMS®
5426 Bay Center Dr.
Tampa, FL
Company
Title: Financial Advisor
Company: Ameriprise Financial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of North Carolina at Chapel Hill
Service
Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Portfolio Engineering,Pen

Data Provided By:
Mr. Bharadwaj V. Nippani (RFC®), MBA
(904) 998-2233
PO Box 550508
Jacksonville, FL
Company
AboveRock, LLC
Qualifications
Education: Bachelors in Genetics /Bachelors in Business Administration /Masters in Business Administration with emphasis in Business Finance
Years of Experience: 14
Membership
IARFC
Services
Invoice, Portfolio Management, Seminars Work, Asset Protection

Data Provided By:
Mr. Michael J. Stone (RFC®), MBA
(239) 768-0841
6839 Porto Fino Circle
Ft Myers, FL
Company
Freedom Financial Advisors
Qualifications
Education: MBA Finance and Economics
Years of Experience: 21
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided By:
John M. Dinino (RFC®), CHFC, CLU
(239) 254-7917
28100 Bonita Grande Drive
Bonita Springs, FL
Company
Jomarc Financial Group, Inc.
Qualifications
Education: MBA
Years of Experience: 15
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Charitable Foundations, 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:
Ray Terzynski (RFC®)
(386) 677-5004
5146 Beach Dr SE Apt A
St. Petersburg, FL
Company
Terzynski Associates
Qualifications
Education: University of Miami, Coral Gsbles, FL BEd 1972
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mr. John F. Lopez (RFC®), MBA
(305) 448-5550
2100 Ponce De Leon Boulevard
Coral Gables, FL
Company
Stewards of Capital, LLC.
Qualifications
Education: B.S./M.B.A. Finance
Years of Experience: 10
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, BuySell, LiabCover, 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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