Our Network
Our Consulting Process
At Raymond Dale Asset Protection Advisors we take a team approach to your asset management. We work with your Attorney, CPA, Financial Planner, and Real Estate Broker. We all work toward the common goal of securing your asset safety. Besides protection from creditors, we focus on the maximization of Income & Estate tax benefits and business continuation planning. Through various organizations and educational institutions we have assembled a brain trust of successful partners.
~ We will identify your asset protection strengths and weaknesses. ~An appropriate Asset Allocation will be devised to meet your specific needs. ~A comprehensive plan of action will be developed. ~A compensation quote will be presented. ~You are invited to review the plan with your other advisors. ~A contract is signed. ~The implementation process begins. You are in control every step of the way. ~Ongoing reviews are scheduled to help you stay the course. ~You have complete access to your team at all times. ~Any of your advisors are welcome to attend the consultations.
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“We must free ourselves of the hope that the sea will ever rest. We must learn to sail in high winds.� Aristotle Onassis