Because it’s part of your financial strategy, a financial advisor should be involved in asset protection. In addition, you should seek the advice of a local state attorney with expertise in the following areas:
- Conflict of laws
- Estate planning
In many ways, an asset protection strategy involves a lot of common sense. By avoiding risks, making sure you have liability coverage and planning early, you will be better prepared to protect your assets. If you work with an attorney knowledgeable in these areas, and consult with one of our financial advisors, you will increase your odds of being able to protect your assets and pass on your legacy.
Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc., (Securian) a registered broker-dealer and investment advisor, memberFINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found here. For information about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized on Securian’s behalf, please contact Securian at 1-800-820-4205. OMNI Financial Services and Securian Financial Services do not provide specific tax or legal advice. Consult a qualified tax or legal professional regarding your individual situation.