ASSET PROTECTION

It's important to protect what you love. People seek asset protection strategies to make sure that creditors cannot access certain valuable assets while still operating within the guidelines of debtor-creditor law. There are many tools used, such as trusts, family limited partnerships, accounts receivable financing, and even bankruptcy - among others that effectively remove assets from your personal estate and out of the reach of creditors.
Obviously, there are many rules and regulations when it comes to these strategies, so trying to navigate these waters without a professional could result in a horrible outcome. Whether you have a large estate, or you plan to in the future - we can help, but you have to make the first move. #MoveToFLiP

Meet Scotty Carlisle

Founder of FLiP Creative Consulting, has been in the insurance and financial services business since March of 2002. After Graduating from Georgia Southern University with a Bachelor Degree in Logistics and being the only Logistics Management Trainee on the west coast for Ferguson Enterprises – he decided the logistics of financial planning was a more exciting direction to go. Since then, he has acquired many diverse licenses that have given him a unique educational and experiential advantage to most financial advisers around.
He earned a Master Degree in Science, Entrepreneurship and Innovation from the University of Southern California in 2015. As an entrepreneur, he has created several companies from scratch. Financial services have been the staple that has allowed him successes when challenges arose. As Chief Operations Officer of AES, a major experiential marketing organization – Scotty had first hand experience handling the financial and marketing needs of Chrysler, Subaru, Toyota, Skype, and Microsoft to name a few. Scotty managed every aspect of the organization from Logistics, Payroll, Accounting, Administration, Company Benefits, Group Health, Workers Compensation, Liability Insurance, and even data collection and Promotional Staff employment. The experiences as a decision maker in this organization has given him first hand knowledge of the challenges that small business owners face today.
As founder of the My Unsung Hero Foundation, he understands what it means to give back, and does so quite regularly.

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Blog Post

Jun 08, 2017 @ 8:42pm

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Should I “buy term insurance and invest the difference”?

The best answer to this age old question is…. “maybe”. I hear these type of phrases often, but the fact of the matter is that statement is too generic for…

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