Asset protection and wealth preservation utilizes legal and financial strategies to safeguard your wealth using insurance, business entities, and/or trusts to build a barrier around your family’s and/or business assets. At Creutzer Financial Services, our expanded team, including financial, tax, and legal professionals, will bring creative ideas to the table to protect and preserve your generational wealth.
Our Services
Asset Protection & Wealth Preservation
Don’t leave your wealth to chance, or exposed to unnecessary risks. Contact us today.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Services We Offer
Do you have a clear, understandable plan to achieve your financial and retirement goals? Or do you just have a 401(k) or TSP and a bunch of investments in various places trying to “make money?” Recognizing the financial challenges faced today by individuals and families, business owners, pre-retirees, and federal employees, Creutzer Financial Services works with clients throughout America to help you preserve your hard-earned retirement assets in today’s volatile market conditions, and help you enjoy the fruits of your working years after you retire. Ask us for your personal plan, which may include some of these services.
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The Creutzer Team
Serving business owners and families throughout Maryland and the surrounding United States
(410) 879-3888
Individuals & Families
Business Owners
Pre-Retirees & Retirees
Federal Employees
Who We Serve
Our goal is for you is to feel confident, not to worry about your money. We work with each client to create a personal plan that includes long-term savings concepts, tax management & preservation of wealth through our focus on practical, goals-driven financial strategies. At Creutzer Financial, preserving wealth & avoiding unnecessary risk with retirement assets have been our core beliefs and philosophy since we opened our doors. To date, our efforts have helped protect hundreds of families from over-taxation and loss of wealth.