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Let’s Design a Plan to Protect Your Unique Vision, Story & Legacy

Trusted Advocates & Stewards of Wealth

You work hard and deserve a partner you can trust to protect and grow your assets. We apply decades of skills and experience to help you protect your wealth and well-being today and build a meaningful legacy for future generations of your family.

We listen to you, design a customized plan, and weave together complete
solutions across your financial life to protect your wealth, achieve your goals,
and allow you to pursue what matters most to you.

SPECIAL NOTE:

Withdrawing funds from the cash value of a life insurance policy may have negative effects on the death benefit and other features of the product. Any examples provided are for illustrative purposes only and is not guaranteed. This information is being provided only as a general source of information and is not meant to be legal or tax advice. It is not intended to be the primary basis for financial decisions and should not be construed as advice designed to meet the needs of an individual situation. Please seek the guidance of a professional regarding your specific financial needs. Consult with your tax advisor or attorney regarding specific tax or legal advice.

© THE WEALTH DEFENDER LLC 2021 FRED SCHWARTZ

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