PREMIER PLUS ASSET PROTECTION PLAN
FROM ONLY $299

Liberty Street Advisory Group’s foundation is to provide clients with a free path to economic freedom and peace of mind. The surest way to begin your path is by engaging Liberty Street to prepare your personal Premier Plus Asset Protection Plan detailing how to aggressively protect each of your valuable assets from unanticipated creditor attacks during your work years and retirement – and for your children after death.

Each plan is presented in an a la carte format so you can prioritize the assets you most need to protect. That way you can build total protection as your budget allows. Because Liberty Street is expert in all aspects of asset protection, including financial planning and business and estate planning, you can be confident that we will be unbiased in our recommendations.

Our Premier Plus Asset Protection Plans start at a low $299 for a typical small business and family. For complex businesses and estates, we work diligently with our clients to devise the most efficient and economic Plan possible. The Plan fee is fully credited towards any legal or financial work performed.

Download Sample Plan

Your personal Premier Plus Asset Protection Plan will encompass all the following:

  • A review of family and business history and needs.
  • Specific recommendations for asset protection, including business organization, estate planning and tax optimization.
  • Itemized costs and expenses to implement the plan, including legal fees and state filing charges.
  • Coordination with family members and advisors, as appropriate, to ensure that those needed in the planning process are brought in and understand your needs.
  • Frequently asked questions.
asset protection plans list icon

The essence of a thorough asset protection plan is to identify your valuable assets and then develop a specific protection plan for each asset. For example, the techniques we would use to protect a rental property or a securities portfolio are quite different from how we would go about a physician asset protection plan or an attorney asset protection plan.

Your Premier Plus Asset Protection Protection Plan will consider all the following in its recommendations:

  • Existing LLCs, S corps and corporations
  • Real estate and rental properties
  • Vacation homes
  • Business facilities
  • Residences
  • Special items (e.g. airplane or unique personal property)
  • Vehicles
  • Retirement funds
  • Securities, annuities, CDs and cash
  • Future inheritances
  • Existing wills, trusts and powers of attorney
  • Outstanding and contemplated debt
  • Liability, life and disability insurance

We want to make a difference!

That’s why we support these wonderful organizations.

YMCA
Young life
Small voices foundation
Provident Resources Group
Emory Proton Care Center

Contact us


Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.
GET ASSET PROTECTION

GET AN ASSET PROTECTION PLAN

FROM ONLY $299*