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Are you feeling relaxed about your retirement?

We can help.

Whether you’re worried about running out of money, paying too much in taxes, or causing a burden to your family, Asset Protectors & Advisors has the solution that fits your goals.

Schedule a conversation.

Let us focus on YOUR goals and provide results.

RETIREES

Provide Income for Life
Maximize Social Security
Lower Estate Taxes
Afford Long Term Care

BUSINESS OWNERS

Lower Corporate Taxes
Defined Benefit Plans
Fully Funded Buy-Sell
Key Person Plans

PROFESSIONALS

Corporate Benefits
Consolidation of Plans
Safety & Market Trends
College Planning & Life Insurance

Capabilities

Insurance

  • Lifetime Income Planning
  • Asset-Based Long Term Care*

Retirement Planning

  • Maximize Social Security Benefits
  • LTC Spend Down Prevention
  • Tax Deferral and Tax Free Planning
  • Required Minimum Distributions

Legacy Planning

  • Multi-Generational
  • Disclaiming

Charitable Giving

Fun & Educational Events

When you are a client at Asset Protectors & Advisors, you’re invited to attend our events scheduled throughout the year. We love to host our clients at our training center located in our Raleigh office over lunch or dinner and enjoy giveaways, great speakers, and taking questions from YOU!

Check back here for our next event, coming soon!

Financial & Estate Planning

Your relationship with us will begin by reviewing all current assets and upcoming acquisitions. While you identify both the challenges and opportunities your family is aware of, we’ll listen to you and address your desires and our plan.

The same planning is available to everyone in your family across multiple generations. Your children and grandchildren are active clients in their own right. Your retirement planning may be interconnected generation to generation, and we strive to offer the optimum ability to preserve both assets and vision.