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Asset Protection Services New Port Richey 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 New Port Richey, FL that can help answer your questions about Asset Protection Services.

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:
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:
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:
Morgan Stanley
(800) 473-7149
4114 Woodlands Parkway Suite 200
Palm Harbor, FL
 
Morgan Stanley
(800) 347-9047
601 Cleveland Street, Suite 700
Clearwater, FL
 
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. 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:
Morgan Stanley
(800) 877-4844
16506 Pointe Village Dr, Ste 107
Lutz, FL
 
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:
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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