Keep your finances safe with expert asset protection by Jacobs Financial Services. Explore the benefits and features of this type of financial planning. Consider how you can plan effectively to secure your retirement, protect your family, and pass on a financial legacy. Learn more about asset protection, how to proactively plan for a lawsuit or other situation, and why Jacobs Financial Services is your leading provider of quality solutions.

Proactive Planning

What is an asset protection plan? The critical component of asset protection is a proactive plan. This plan may include legal action to prevent a lawsuit, start a settlement on your own terms, or avoid other risks. You may already have a retirement plan, so now you need to make sure your plan goes along without a hitch. A few protective features can help, but it’s essential to work with an expert financial planner to take the right steps.

Some liabilities come from accidents, divorce, and other unfortunate situations. Others come from disreputable lawsuit tactics from lawyers or businesses. Some individuals are looking for excuses to enter into a lawsuit and take some of your easily accessible assets. Whether you find yourself being targeted due to a workplace accident or through no fault of your own, you must have the protection you need.

One common strategy to proactively protect your assets is through financial privacy. There are many legal ways you can reduce your visible net worth. This makes it more challenging to reach your assets with frivolous or predatory lawsuits.

At Jacobs Financial Services, we carefully review your situation and determine how trusts, LLCs, family limited partnerships, and other solutions can protect your investments. We create personalized plans to protect your hard-earned income and investments.

Benefits of Asset Protection

Keep your finances safe and your future secure. Don’t let divorce, credit issues, or lawsuits target all of your hard-earned money and retirement income. Asset protection allows you to enjoy the following benefits:

• Peace of mind

• Lawsuit deterrence

• Creditor seizure protection

Similar to an insurance policy, an asset protection service is designed to avoid risk and give you peace of mind. It’s essential to personalize your asset protection, so work with a team to analyze your current situation before recommending specific steps.

Make a Plan With Jacobs Financial Services

Don’t let the threat of a lawsuit, divorce, or creditor keep you up at night. Schedule a meeting today to learn more about asset protection planning and how it can help your financial situation. Our goal is to help you create a secure future and a dependable way to keep your money safe. If you’re interested in not only growing your wealth but also keeping it safe, it’s time to turn to Jacobs Financial Services.