We specialize in investments and strategies with guaranteed principal protection and great potential for growth. Our team also assists our clients with life insurance and long-term care insurance, making sure they never outlive their assets.
If we do not carry a particular product or service, our relationships with many financial services companies enable our team to connect you to the resources you need.
Please note that Protected Assets, LLC and their representatives do not give securities advice. Please consult with your own broker/dealer representative or investment adviser representative for guidance on your securities holdings.
Please note that Protected Assets, LLC and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. This information is being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Protected Assets, LLC.”
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.