Wisconsin Small Business Owners now get Asset Preservation, Asset Protection and Asset Trust all in one place.



You no longer have to be rich...
to have asset preservation, protection or trust!


What sets us apart from any other "similar" Financial Alternatives firm types is ... 

You don't need to have large sums of money to use our services. 

Every dollar is important, and we share ways to preserve, protect and pass it on! 
.....................................

What is planning? 

Planning is simply a name for the process of transferring property and assets from one generation to another. An “Estate” is the total property and assets owned by an individual or couple prior to distribution through a Will or Trust. Many people assume that “Planning” is only for the rich, but this is a big misconception. Planning is for everyone; there are no minimum asset requirements. Many people do not think that they have enough assets to justify planning, but if they have ANY property or assets, there are planning concerns. Planning is especially important if there are minor children.

Hello. My name is Terry (Ter) Scott. I work personally with J.T. McDonald. If you would like to learn how you can have a bigger part in controlling your financial destiny, and hear about all of the products and services we offer, request more information using the CONTACT US box on the left side of this page. 

J.T. McDonald is a best-selling author and has 5 offices in Wisconsin. He offers programs for asset protection, business loans, cost segregation, and get up to $9600 in free money (business owners only). His latest service shows business owners how “not to go broke in a nursing home” and he even works closely with Brad Hilton, the grandson of Conrad Hilton of the famed Hilton empire.

Shown below is J.T. friend and business associate. 



To learn more about Asset Protection we published an Asset Protection 101. You can request it by using the “contact us” on this page. Since this is very valuable and timely information please do not request this unless you are serious about preserving and protecting your assets. You will need to enter your email to receive the “For Informational Use Only” materials and your best phone number.  



Your information stays with us and will not be promoted or used outside our company.

BTW, if you are an independent insurance agent or CPA, you should be offering this to YOUR clients. ASK HOW.

Asset Preservation, Asset Protection, Asset Trust

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