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

Mr. Charles J. Czajka (RFC®), CEP
(772) 419-0050
2684 SE Willoughby Blvd
Stuart, FL
Company
Macro Money Concepts
Qualifications
Education: University of Conn school of insuranceManchester Community collegeCertified Estate Planner
Years of Experience: 32
Membership
IARFC, MDRT, NAPFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Morgan Stanley
(800) 359-8290
2100 Se Ocean Blvd Suite 300
Stuart, FL
 
Jeffrey D. Bliss (RFC®), CEP
(954) 236-4800
817 South University Drive
Plantation, FL
Company
Wealthwise Techologies, Inc.
Qualifications
Education: Earned the designation CEP (Certified Estate Planner) from the National Institute of Certified Estate Planners.
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Asset Protection, Compensation Plans

Data Provided By:
Mrs. Irene Surmonins-Thompson (RFC®), CFP, CSA
(727) 834-9700
8520 Government Dr St 1
New Port Richey, FL
Company
Full Circle Financial, LLC
Qualifications
Years of Experience: 24
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Charitable Foundations, Asset Protection

Data Provided By:
Jarrett Osborn
4700-U Sheridan st
Hollywood, FL
Company
Title: Vice Pres.
Company: Felcher Financial/Summit Brokerage
Service
Disability Insurance,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Hourly Financial Planning Engagements,Medicaid,Life Insurance,Investment & Portfolio Management,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning

Data Provided By:
Morgan Stanley
(800) 347-4203
3525 Ocean Drive
Vero Beach, FL
 
Mr. Charles J. Czajka (RFC®), CEP
(772) 419-0050
2684 SE Willoughby Blvd
Stuart, FL
Company
Macro Money Concepts
Qualifications
Education: University of Conn school of insuranceManchester Community collegeCertified Estate Planner
Years of Experience: 32
Membership
IARFC, MDRT, NAPFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Robert Seaman
18017 Arbor Crest Drive
Tampa, FL
Company
Title: Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Washington
Years Experience
Years Experience: 6
Service
Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wea

Data Provided By:
David Petry
1245 West Fairbanks Ave.
Orlando, FL
Company
Title: Registered Representative
Company: Chairvolotti Financial Services
Service
Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Lon

Data Provided By:
Bruno Pouliot
13790 NW 4th St
Sunrise, FL
Company
Title: CRPC, Chartered Retirement Planning Counselor
Education
FLORIDA ATLANTIC UNIVERSITY, B.A. 1995
BROWARD COMMUNITY COLLEGE A.S. 1993
Years Experience
Years Experience: 15
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Captive Insurance,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,A

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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