My Asset Protection Process

For Individuals

Below is an overview of my Asset Protection Process—a simplified, step-by-step approach designed for individuals who want to protect their privacy, finances, and future. Whether you're buying property, opening accounts, or planning your estate, this process helps you stay off public records, avoid unnecessary exposure, and maintain control over your assets. I guide you through setting up a revocable living trust, using alias information where appropriate, and coordinating with professionals like lenders and title companies—all while keeping your name and data out of the spotlight. This process is built to reduce stress, avoid costly mistakes, and give you the confidence that everything is done right the first time.

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...