Adam Tau, NYC financial advisor, wraps up his series on protecting your wealth with this second installment on why protecting your assets are so important and how a financial expert can help.

1. PLAYING DEFENSE:
PROTECTING YOUR WEALTH
PART II
Securities offered through North Ridge Securities Corp. | Members, FINRA/SIPC/MSRB |
1895 Walt Whitman Road Melville, NY 11747 | 631.420.4242.

2. IN PART I, WE COVERED WHY IT'S
IMPORTANT TO PROTECT YOUR
WEALTH...
... In Part II of "Playing Defense: Protecting Your Wealth", we will
explore HOW you can protect your assets and help you discover
which ways might be best for you.

3. ASSET PROTECTION TRUSTS...
... can be run by an independent trustee, keeping the account
safe from most creditors and making it possible to shield assets
for your children.

4. FAMILY LIMITED PARTNERSHIPS...
... can hold transferred assets, where they are no longer
technically owned by you personally and are thus further out of
reach of creditors.

5. LIFE INSURANCE...
... can ensure continued financial security for you and your loved
ones. Planning ahead of time for the worst--a loss in the family--
can give someone peace of mind that their family's well being
will not be disrupted.

6. DISABILITY INCOME INSURANCE...
... can also give peace of mind to your loved ones. A small
percentage of your annual salary may be able to buy a huge
amount of safety and comfort for your family by protecting you
against loss of income, putting a crucial buffer between you and
an unexpected hardship. These precautions could make all the
difference when you and your family need it most.

7. THERE ARE MANY MORE OPTIONS
TO KEEP YOU AND YOUR
PROPERTY SAFE...
...but only if you take steps to build those defensive walls around
your family, yourself, and your wealth. Your financial planner can
help you decide exactly which strategies are right for you.

8. DOES SETTING UP A STRONG
DEFENSE MEAN GIVING UP A SMALL
PERCENTAGE OF THE EARNINGS YOU
ARE TRYING TO PROTECT?
Of course. But investing in the appropriate layers of protection
can pay off exponentially in the long term.

9. THANK YOUR FOR READING!
For more tips on financial advising, please visit:
ADAMTAU.COM
Securities offered through North Ridge Securities Corp. | Members, FINRA/SIPC/MSRB |
1895 Walt Whitman Road Melville, NY 11747 | 631.420.4242.