Financial Planning and Asset Protection Services

Advanced Wealth Management and Advisory Services for High-Net-Worth Professionals

We help our clients take advantage of every wealth management and investment opportunity—including financial planning and asset protection solutions. Team 25’s financial advisors offer the solutions that allow our clients to have more confidence, time, and peace of mind knowing their financial futures are secure.

Effective Asset Protection Plans and Financial Planning Services

Investment Advice

We believe our advisory services are second to none. Our financial advisors find out the potential risks you’re comfortable with, your financial goals and investment objectives, and more. Once we know your risk tolerance and goals, we help you explore both public and private markets to find the opportunities that work for you. Best of all, we always take your lead. We may be investment advisers, but we let you make the important investment decisions.

Establishing the Right Retirement Accounts

It’s never too early or too late to start securing a financial future that’s bright. We help our clients plan for retirement in a way that’s both realistic and in line with our clients’ later-life goals.

Life Insurance Planning

Nobody likes dealing with insurance companies. While we can’t make this process fun, we can make it manageable. Finding the right life insurance policies is just the first step. We also help clients properly establish policies with the right beneficiary designations and continually keep these legal documents up to date to reduce the stress of managing estate planning documents after a family member’s passing.

Estate Planning

Estate planning is understandably stressful, but it can be manageable with the right support. As part of our comprehensive retirement planning services, we help our clients establish beneficiaries and irrevocable trusts well in advance, so that loved ones experience reduced estate taxes and can avoid or mitigate the hassle of dealing with probate.

Personal Liability Insurance

Life is full of unexpected events. Protect yourself from the unexpected with the right personal liability insurance policy. We help renters and homeowners find the insurance policies that protect themselves and their personal assets in case of accidental damage to their property or someone else’s.

Limited Liability Insurance

Many of our clients are business owners/co owners of limited liability companies (LLCs). We find that these clients benefit greatly from finding the right policies that protect their business assets in case of litigation.

Succession Planning

Many high-net-worth individuals are business owners, including many of our clients. We help our clients ensure that all the hard work they’ve put into their organization won’t vanish once they pass. We file the right documents to ensure that succession and transition of leadership after our clients’ passing is as smooth and as painless as possible.

Domestic Asset Protection Trusts

Domestic asset protection trusts (DAPTs), or self-settled trusts, are a type of irrevocable trust that lets the person establishing the trust name themselves as a beneficiary. This type of trust allows someone to essentially disown their properties by putting them into a trust, protecting these properties and assets from being seized in a lawsuit/creditor claim against the trust maker. Many of our high-net-worth clients are unfair targets of litigation; we work tirelessly to protect our clients from unfair asset seizure due to overzealous claims and lawsuits. Team 25 helps eligible clients determine if a DAPT strategy is right for them.

Invest More with 25 Financial

Discover. We spend time getting to know our clients’ needs, hopes, and goals.

Plan. We provide options to meet your financial goals and recommend the best approach.

Act. We follow through to ensure the full plan is implemented.

Review. Life often brings change, so we regularly review and reassess the plan.

Team 25’s Financial Planning and Asset Protection Solutions

The financial life of our high-net-worth clients is different than that of the general public, which means that their financial planning services need to be different too. As investment advisors registered with the SEC, we have the expertise to take the unique financial situation of these individuals into account for a holistic strategy that leads to better financial futures for our clients.

We believe in an unbiased approach to financial planning that must always be in our clients’ best interest. Our extensive financial planning and asset protection strategies include benefits planning, insurance planning, tax planning strategies, debt management strategies, investment planning, retirement planning, and estate planning.

Disclaimers: This article is for informational purposes only and does not constitute professional financial or legal advice.