The Safe Asset Plan
May 8th, 2008
We are excited to announce our new company, The Safe Asset Plan™. After years of requests, you asked for it, and we listened. We created The Safe Asset Plan™ because we saw a growing need in a complex area; the need to serve wealthy families in protecting their wealth.
We are kicking off our good news with a one day program prior to the July Institute in Chicago. Check out our new website here, or click here for information on how to attend. If you have any questions about our new venture or the program, please email us, or call Lydia Monchak at (888) 526-2958.
Entry Filed under: Asset Protection, Asset management
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