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

Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Roger Radcliff
10386 Giverny Blvd.
Cincinnati, OH
Type
Investment Advisor Rep: Yes
Service
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,Medicaid,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Stock Market Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy

Data Provided By:
Mr. Kenneth V. Byers (RFC®), CHFC, CLU
(513) 561-0011
7710 Shawnee Run Rd
Cincinnati, OH
Company
Ken Byers & Associates
Qualifications
Years of Experience: 37
Membership
IARFC, MDRT, FPA, NAPFA, AALU
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection

Data Provided By:
Mr. Rik J. Saylor (RFC®)
(513) 829-8888
1241 Nilles Road
Fairfield, OH
Company
Rik Saylor Financial, Inc.
Qualifications
Education: Rik is fully licensed as a stockbroker, insurance licensed and as a financial planner. He holds insurance licenses (life, health and annuities) in Ohio, Kentucky, Indiana and Florida, as well as acheiving the following NASD licenses: Series 6, Series 7 an
Years of Experience: 28
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Jerry Butts, CFS
11260 Chester Rd
Dayton & Cincinnati, OH
Company
Title: Wealth Management Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Cincinnati/ Bachlor's of Science in Accounting
Years Experience
Years Experience: 10
Service
Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retiremen

Data Provided By:
Mr. Douglas R. Hallett (RFC®), CLU, LUTCF
(513) 984-0389
9550 Lansford Drive
Cincinnati, OH
Company
Family First Financial Advisors, LLC
Qualifications
Education: BA, MA, CLU, LUTCF, RFC
Years of Experience: 31
Membership
IARFC, MDRT, SFSP, NAIFA
Services
Invoice, Estate Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Asset Protection

Data Provided By:
Roberta A. Carter (RFC®), CEP, CSA, MBA
(513) 792-4067
8044 Montgomery Rd., Ste. 700
Cincinnati, OH
Company
The Retirement Choice
Qualifications
Education: University of Cincinnati, Xavier University , New York Institute of Finance and Sherwood University.
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided By:
David A. Dinsmore (RFC®), CFP
(513) 266-3226
6192 Silver Wood Dr.
Morrow, OH
Company
Certified Busines Appraisal
Qualifications
Years of Experience: 29
Membership
IARFC
Services
Invoice, Business Planning, Tax Returns, Business Coach, Asset Protection, Compensation Plans

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:
Don H. Clark (RFC®), CEP
(513) 245-6100
9600 Colerain Avenue Suite 105
Cincinnati, OH
Company
Financial Educational Systems
Qualifications
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, LiabCover

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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