Asset Protection Planning

If you are a business owner, a physician, or a person of substantial wealth, asset protection planning may be a vital part to your financial planning. Asset protection planning is a process by which a person organizes their financial affairs in a way that protects assets from risk exposure. Asset protection often involves the transferring of assets from an unprotected form of ownership to a protected form of ownership.  It is vital to plan well ahead of an unfortunate event, lawsuit or an issue with creditors. By incorporating asset protection planning as part of our planning service to you, we can help you safeguard your assets, and diagram a strategy to take to an attorney for further discussion, as well as help you see the process through.

 

Zeller Kern Wealth Advisors partners with TRUST-CFOSM for Trust Administration Services

Zeller Kern Wealth Advisors of Gold River, California, has partnered with TRUST-CFOSM  to help accentuate its capabilities to provide asset protection and wealth preservation services for its clients. By providing administration and risk management support for its retirement and estate planning services, TRUST-CFOSM will become a significant pillar of support for Zeller Kern’s services.

Zeller Kern, www.zellerkern.com, is a comprehensive, credentialed financial advisory firm that provides innovative solutions to preserve and grow wealth tailored to private clients including business owners and physicians.

TRUST-CFOSM is a California-based firm specializing in the administration of “active” private assets held in trust, and has pioneered the Private Retirement TrustSM as well as the patent-pending administration system to ensure plan success and maximum defense against creditors.

Zeller Kern and TRUST-CFOSM are currently out educating their mutual network partners and California business owners and associations on their rights to asset protection through exemption planning and how a Private Retirement TrustSM can help allow them to build their business and protect their wealth from unwanted creditor attack and asset seizure.

“In today’s economic environment, our firm is seeing an increasing need for clients to structure and protect their assets from lawsuits and creditors, which is why it’s important to include this topic within the planning process for our clients”, says Steven E. Zeller, Senior Wealth Advisor for Zeller Kern Wealth Advisors. “Partnering with TRUST-CFOSM will substantially increase the planning capabilities to our clients.”

For more questions, please call Steve Zeller, CEO of Zeller Kern Wealth Advisors at 866-536-6131, Located at 11335 Gold Express Drive, Suite 155, Gold River, CA 95670.

Financial Planning and fixed insurance products and services offered through Zeller Kern Private Wealth Management, dba Zeller Kern Wealth Advisors., a Registered Investment Adviser.Zeller Kern Wealth Advisors, TRUST-CFO and Commonwealth Financial Network are separate and unrelated entities.