My Asset Protection Process

For Home Buyers

Below is an overview of my Asset Protection Process, created specifically for home buyers who want to protect their privacy, finances, and long-term peace of mind. This step-by-step system helps you purchase a home in the name of a revocable living trust, keeping your personal information off public records and out of data brokers’ hands. I guide you through trust creation, working with your lender, title company, and real estate agent to ensure everything runs smoothly from offer to closing. This process is designed to reduce stress, avoid costly mistakes, and give you the confidence that your new home is both secure and private.

I enter the picture anytime personal information or assets are involved or could be jeopardized—helping to shield, structure, or secure them before exposure becomes a risk. Otherwise, I stay low profile and behind the scenes, especially when you're navigating transactions with realtors, lenders, or other service providers. I work with anyone seeking greater control and protection, but I specialize in supporting high-profile or high-risk individuals, retirees, law enforcement, veterans, military personnel, former military contractors, those with sensitive backgrounds, and more...