Asset Protection Group, Llc

The firm provides discretionary portfolio management and comprehensive financial planning to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Financial planning services described in the brochure include tax, insurance, retirement and estate planning, and the firm may select and monitor third‑party money managers on clients’ behalf.

Investment selection is primarily guided by fundamental analysis, with asset allocation and modern portfolio theory applied as appropriate, and accounts are reviewed regularly under a discretionary mandate. The firm describes itself as a fiduciary that seeks best execution and relies on third‑party custodians to deliver account statements to clients while it does not take custody.

The firm’s principal also operates as a licensed insurance agent who sells insurance products for commissions—an activity the brochure says can occupy roughly one‑fifth of the advisor’s work week—and the firm discloses receiving commissions and portions of fees from other money managers as additional compensation sources. The adviser holds multiple professional credentials (CFP®, ChFC®, CLU®), has prior experience providing military financial counseling, and manages a modest asset base with a small client roster, combining planning, product sales, and manager‑referral arrangements in a way that differs from many peers.