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Asset Protection Services Milwaukee WI

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 Milwaukee, WI that can help answer your questions about Asset Protection Services.

Mr. Samuel Giordano (RFC®), LUTCF
(262) 786-8045
17160 W. North Ave Ste 102
Brookfield, WI
Company
Global Financial Group
Qualifications
Years of Experience: 18
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Morgan Stanley
(800) 473-2330
1200 North Mayfair Rd Suite 400
Wauwatosa, WI
 
Paul Vosburgh
8020 Excelsior Dr.
Madison, WI
Company
Title: Vice President - Investments
Company: UBS
Service
Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retire

Data Provided By:
Mrs. Donna J. Egly (RFC®), CEP
(262) 723-3331
PO Box 998
Elkhorn, WI
Company
HRP Financial Services, Inc.
Qualifications
Years of Experience: 26
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell

Data Provided By:
Jerry Ganz
2117 S Oneida Street
Green Bay, WI
Company
Company: Jerry Ganz & Associates
Service
Wealth Management,Estate Tax Planning,Individual Income Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning,Investment & Portfolio Management,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Mr. Puthan(VJ) M. Vijayan (RFC®), CEP, MBA
(262) 754-1672
20720 Watertown Road, Suite 106
Waukesha, WI
Company
PMV Investment Advisors, LLC
Qualifications
Education: CEP,RFC,MBA,CLTC
Years of Experience: 24
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, 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, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided By:
Morgan Stanley
(888) 791-8360
11501 North Port Washington
Mequon, WI
 
Jason McGlone
3701 E. Evergreen Drive
Appleton, WI
Company
Title: Senior Partner
Company: Kerntke Otto McGlone Wealth Management Group
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Northern Michigan University/Science Degree in Economics
The American College/Master of Science in Financial Services (MSFS)
Years Experience
Years Experience: 12
Service
Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finan

Data Provided By:
Derick Schuhart
1981 Midway Rd
Menasha, WI
Company
Title: President
Company: WealthAbundance Wealth Management
Type
Registered Investor: Yes
Service
Annuities,Alternative Asset Class Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution

Data Provided By:
Mr. Samuel Giordano (RFC®), LUTCF
(262) 786-8045
17160 W. North Ave Ste 102
Brookfield, WI
Company
Global Financial Group
Qualifications
Years of Experience: 18
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Family Offices, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, 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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