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Who We Serve

As business owners ourselves, we know the skill and perseverance it takes to successfully manage all the moving parts of your business. Between operations, succession planning, and tax strategies, you face a myriad of concerns.

Luckily, our team at Wealth Protection Strategies has dedicated our careers to helping individuals just like you manage their finances. Even more so, we have decades of behind-the-scenes experience in hotel management and know the unique joys and challenges these professionals face. We are thankful for the network of fellow hotel entrepreneurs we have helped over the years. We can answer questions you may have, such as:

  • Why do I need a succession plan for my business?
  • How can I use life insurance as collateral for a small business loan?
  • What insurance needs do I face as a business owner?
  • What are the elements of a sound estate strategy?
  • How will I transfer my assets to the next generation?
  • Why is it important to create a trust for my business?

As our practice continues to grow and evolve, so have our offerings and the families we are able to serve. We help a wide array of individuals, including business owners and high net worth individuals, pursue their goals. Contact us today to get started.