SkyOak Asset Protection Group assists high net worth individuals, business owners, highly compensated individuals, and families with sophisticated and innovated insurance-based strategies that compliment traditional investment platforms.

Free Retirement Plan Consultation

Asset Protection


Asset Protection for Individuals & Families

  • Asset protection and future income benefits through annuities & life Insurance
  • Salary protection against death and disability.
  • Protection against the exponential increasing costs of assisted care due to injury, sickness, age or incapacity.
  • Asset protection in specific states that provide statutory asset protection of certain insurance products.

High Net Worth Individuals

  • Mitigate the effect of the death taxes on an individual’s estate.
  • Prevent a required fire sale of estate assets to fund the estate tax.
  • Assist individuals in planning for estate taxes that are wary of irrevocably gifting away large portions of assets.

Business Owners

  • Implement supplemental employer-sponsored retirement plans allowing discrimination toward highly compensated individuals.
  • Provide a financial cushion to recruit, hire, and train a successor at the loss of a key person to the business.
  • Assist with a viable business continuation plan due to a future loss of a business owner.
  • Strategy to leverage and protect accounts receivable.

Highly Compensated Individuals

  • Supplemental individual investment platforms when maximum contributions to retirement plans have been exhausted.
  • Growth strategies for competitive and/or guaranteed tax-free growth, tax-free or tax-deferred withdrawals, and/or self-completing investment platforms.

Physicians, Doctors and Dentists

  • Provide statutory asset protection of certain insurance products to protect you in liability cases.
  • Implement supplemental employer-sponsored retirement plans allowing discrimination toward highly compensated individuals.