The real why behind asset protection for physicians

Asset protection isn’t just about having insurance.

It’s about ensuring your hard-earned success isn’t wiped out by one event you didn’t see coming.

Whether you’re scaling your practice, acquiring real estate, or simply earning at a high level, your liability increases. And too often, protection plans haven’t kept up.

Here’s how we think strategically:

  • Coordinate coverage across your personal and professional life
  • Align titling, trusts, and liability shields
  • Simulate worst-case scenarios before they happen

What this means for you now: Big life changes = time to reevaluate your foundation. If your financial world’s evolved, your protection plan needs to as well.

Let’s do a 30-minute audit and make sure your growth isn’t outpacing your safety net.

BOOK AN AUDIT

James Jaderborg, CLU®, ChFC®

Author: James Jaderborg, CLU®, ChFC®

James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.

Registered Representative of Cetera Wealth Services, LLC and Investment Advisor Representative of Cetera Investment Advisers, LLC.