Individuals such as physicians, business owners, or owners of rental real estate may have always been concerned with asset protection, but it’s now a topic of concern for other people as well and should be considered as a part of any comprehensive financial strategy. We have the experience and expertise to help you protect your hard earned assets and pass on your legacy.
- Assess risk factors
- Coordinate with attorney to develop legal strategies*
- Develop and implement financial solutions
*OMNI Financial Services and Securian Financial Services do not provide specific tax or legal advice. Consult a qualified tax or legal advisor regarding your individual situation.