Pricing
Look, protecting your assets shouldn't cost a fortune or require a law degree to understand. We've stripped away the nonsense and built three straightforward plans. Pick the one that matches where you're at right now. No surprise fees. No locked-in contracts you'll regret.
Foundation
Basic asset protection strategies and creditor defense documents. Good starting point if you're just getting serious about this.
- ✓ Initial wealth assessment review
- ✓ Creditor defense letter templates
- ✓ Monthly protection updates
- ✓ Access to our resource library
- ✓ Email support (24-48 hour response)
Guardian
Our most popular option. Includes personalized strategies, ongoing monitoring, and direct access to our team when things get sticky.
- ✓ Everything in Foundation, plus:
- ✓ Customized protection roadmap
- ✓ Quarterly strategy reviews with advisor
- ✓ Real-time creditor activity monitoring
- ✓ Priority email and phone support
- ✓ Legal document updates as laws change
- ✓ Creditor negotiation support
Fortress
For business owners and high-net-worth individuals. We build a complete defense system tailored to your specific situation and assets.
- ✓ Everything in Guardian, plus:
- ✓ Dedicated protection strategist
- ✓ Multi-state asset structure planning
- ✓ Business succession protection
- ✓ Lawsuit defense coordination
- ✓ Annual comprehensive wealth audit
- ✓ 24/7 emergency support line
Pricing FAQ
Can I switch plans later if my situation changes?
Absolutely. We're not in the business of trapping people. Change plans anytime with 14 days notice. Your protection level adjusts immediately, and we'll refund any overage you've paid. Most clients upgrade to Guardian within 3-6 months anyway.
What happens if I get sued while I'm on a plan?
That's when we actually earn our keep. We step in immediately. Depending on your plan, we either provide templates and guidance (Foundation) or coordinate with your legal team directly (Guardian/Fortress). The Fortress tier includes active lawsuit defense support. But honestly? Good planning prevents most of this.
Is there a long-term contract I need to sign?
No. We work month-to-month so you're never stuck. Cancel anytime if you're not getting value. That said, we've only had 23 cancellations in the past 18 months out of 891 clients. People stick around because this stuff actually works.
Do you offer a trial period or money-back guarantee?
Foundation and Guardian come with a 30-day guarantee. Try it fully. If you don't see the value or aren't sleeping better at night, we'll refund you, no questions asked. You keep access to the protection documents you generated. Fortress is custom, so we discuss that separately.
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
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