We are in business to protect your family’s wealth through an orderly transfer of your estate that maximizes values while minimizing the tax impact to your heirs, giving you and them total peace of mind.

We are experienced advisors helping you create and implement a legacy for your family and your business. We provide independent advisory services to help you preserve, continue to grow and transition your wealth to the next generation.

Our Mission...

The Risks

Is your family and business protected? Do you...

Know what the potential tax liabilities are that could impact the financial legacy you wish to leave for your family?

Have a plan in place that your business runs as usual when you are not there?

Know where all your important paperwork and documents are?

Have a personal and business will that is current and valid?

Have the next generation ready to manage the responsibility of managing your legacy?

Protection Advisory Group: Home Page - Do You?

We Can Help

Benefits to our Clients

Business plans are in place

Having executed succession plans eliminate transition and liquidity problems and protects the value and legacy of your business allowing for an orderly ownership transfer.

Preservation of Your Wealth

Identify opportunities to preserve your family’s wealth. With a clear plan for investing for the long term and our commitment to risk management, we will help you ensure your financial legacy for future generations.

Pay less tax

Tax effective strategies to reduce your estate taxes and executor fees. A properly funded estate plan protects and preserves your family’s assets.

Organized Peace of Mind

Having clarity and control of your life knowing that your plans, directives and records are organized and accessible.