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Investment products and services available only to residents of: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Montana, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Virginia, Washington, and Wisconsin. Kevin B. Perlberg, Donald (Trace) W. Tendick, Tom Kueht and Christopher Nei are registered representatives offering securities through United Planners Financial Services, member FINRA, SIPC. Advisory services offered through Blackhawk Capital Partners. Susan Brousseau and Michael Miller offer Advisory Services Only. Blackhawk Capital Partners and United Planners Financial Services are independent companies.


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The Sliding Scale of Asset Protection

Asset-protection advisors measure the legal protection afforded a client’s assets by using a sliding scale. This scale represents a continuum of protection. Some assets are completely unprotected and others are highly protected. Some of the most common questions that arise around asset protection planning are in regard to which assets are protected, to what degree, and which are not.


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Begin to Plan Now to Reduce Taxes for 2015

While most tax-planning articles are published at year end, we realize that it is beneficial to taxpayers to begin their planning as early as possible. Consider tax deductions for:

  • Medical Liability Insurance
  • Retirement Plans
  • Health Insurance
  • Employer Provided Benefits

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