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Helping Heroes Retire

Helping Heroes Retire

Category: Estate Planning

Personal Finances Are you sure your assets are protected?

Posted on January 22, 2021 by Gregg Brant

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset protection. The best strategy is to address all potential concerns, that way if your qualified immunity is compromised you and your family are protected. Once… READ MORE

Personal Finances What is “Real” Financial Planning?

Posted on May 13, 2020 by Gregg Brant

Have you ever walked into a meeting and felt like you were being sold something? Unfortunately, this has happened to almost everybody. In the financial services industry, there are a lot of salespeople that call themselves financial planners. So, how do you know if you are meeting with a salesperson or a financial planner? This… READ MORE

Personal Finances Estate Planning & Income Protection During COVID-19

Posted on April 15, 2020 by Gregg Brant

The other day I was speaking with a friend of mine and he brought up some new words or phrases that are now a part of his regular vocabulary. Some of these words were “Zoom, N95 Mask, Social-Distancing, and Senior Grocery Hours”. One phrase that he mentioned to me though really struck a chord: “Last… READ MORE