As a business owner, it’s easy to work too hard, grinding each day away while promising yourself that you will live your best life “someday.” Yet without a business or financial plan, someday never comes. Even if you have no intention of retiring, it’s important to put the systems, succession plan, and people in place that can give you more day-to-day freedom while protecting the people that are counting on you.
At Asset Protection Professionals, our goals are your goals—professionally, personally, and through the generations. We work holistically with you, putting a plan in place and reviewing it annually as your business, your goals, your life, your family, and your employees grow and change. Let’s talk about your business and financial plan. Don’t wait. Be courageous. Live the life you have dreamed about.
Our Team’s Services
You don’t have to work harder when you can work smarter. If you need additional help, we also have access to a large network and team of experts—CPAs, EAs (IRS enrolled agents), and attorneys—who can provide help with accounting services, tax services, fiduciary money management, estate planning legal document preparation and execution, P&C insurance coverage, and much more.
Meet Our Founder
David Foster
Founder and Financial Advisor
Meet David →
Business Coaching
Business Planning
Business Structure Review
Tax Strategies
Legacy Planning
Tax-Advantaged Wealth Transfer
Executive Bonus Plans
Key Man Coverage
Annuities
Buy-Sell Agreements
Risk Management
Succession Planning
Long-Term Care Planning
Disability Planning
Retirement Income Streams
Life Insurance Planning
Capital and Cash Flow Strategies
Our Process
We provide wealth building and retirement optimization strategies for business owners and families. Our strategies are holistic and non-market based. We work closely with business owners to examine their business and personal situations and goals, with a focus on mitigating wealth-eroding factors like taxes, inflation, fees, market volatility, and potential adverse life events.
We are not a typical financial services firm; we go much deeper. We help you plan now for business succession, asset protection, cash flow, income strategies if you want to retire someday, and tax-advantaged, multi-generational legacy planning. We discuss your optimum business structure when it comes to economic strategies and the future of your business.
3 Phases of the Economic Journey
Local Organizations
Asset Protection Professionals is involved with many local organizations in our efforts to help local business owners. Please visit the following websites to learn more.
A Library of Resources for You
Be sure to spend some time in our resources library to read, watch, and learn more about some of the financial and retirement concepts which may help you in your planning journey toward living the life of your dreams. We update our articles often, so be sure to bookmark our blog. If you have any questions, please don’t hesitate to call us at 470.746.6355.
Questions? We’re here to help!
Don’t wait. Be courageous. Live the life you have dreamed about.
Contact Us
Let’s discuss your business and personal goals and how you can put a plan together to achieve them sooner instead of never. Call us at 470.746.6355 or fill out this contact form and we will contact you.
