A Message from our President
Thank you for considering Asset Protection Advisors, LLC and for giving me an opportunity to introduce myself and tell you more about our services. I have been in this industry for over 15 years. In 2005 I went independent and have since been licensed with over 52 companies in order to be able to offer my valued clients exactly what they need based on their situation. Since 2005, I have followed a simple, yet effective, 4-step process to help hundreds of families in two key areas: Retirement Income Planning and Long-Term Care Crisis/Asset Protection Planning. Medicare and Social Security planning are naturally part of this process, so it is important to us to be able to help you effectively choose the plans that make sense for your goals.
While many firms attempt to be all things to all people, we have found that by focusing exclusively in these two areas, we are able to more confidently design plans that can help our clients manage their assets to last throughout retirement.
Whether you are interested in our retirement planning process or how to pay for long-term care for an aging parent, our process follows a comprehensive and strategic path:
- Clearly define and understand your planning needs and goals.
- Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables, and health/longevity risks.
- Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.
- Implementation of the plan: Upon implementation of the plan, we carefully monitor it to ensure it meets expectations, and communicate the results on a regular basis through annual reviews.
You will always have my direct number and I will personally answer your calls if you ever have questions or concerns. On behalf of me and our entire firm, we thank you for your interest and look forward to speaking with you. Please click here to contact us for more information, or to schedule an initial consultation.
Terry Simpkins
President, Asset Protection Advisors
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We look forward to working with you soon to help you lower your stress and worry over your retirement years.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.