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Insurance & Asset Protection

Shield What You've Worked Hard to Build

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Defense Is Wealth Strategy

Protect your assets from lawsuits, loss, and life’s unknowns.

Building wealth is only half the equation—protecting it is just as critical. At Herbert Financial, we design integrated insurance and asset protection strategies that guard against business risks, personal liability, and financial loss.

Our plans combine the right coverage with smart structuring to insulate assets from lawsuits, creditors, and unforeseen disruptions. Whether you’re managing a growing company or preserving a personal estate, proactive protection ensures your wealth is durable. Business owners and high-net-worth families trust us to create buffers that support long-term success. Because one incident shouldn’t undo decades of smart decisions.

What is Insurance & Asset Protection?

Insurance and asset protection involve using legal and financial tools to shield property, income, and investments from potential loss or liability. This may include liability insurance, umbrella coverage, trusts, LLCs, or offshore structures depending on the level of risk and complexity. The goal is to separate personal and business assets, minimize exposure to legal threats, and ensure long-term preservation of wealth. For business owners, this could mean protecting company assets from personal lawsuits—or vice versa. A strong protection plan is about risk management, legal foresight, and financial insulation.

Umbrella Insurance

Extra liability coverage beyond standard policies.

Asset Protection Trust

Shield wealth from future creditors.

Limited Liability Entities

Separate personal and business exposure.

Risk Management Strategy

Holistic plan for financial defense.

Service Benefits

Too many individuals and businesses focus on growth while ignoring protection—until it’s too late. One lawsuit, accident, or uncovered loss can devastate a balance sheet built over years. Herbert Financial designs comprehensive protection strategies that keep your wealth intact no matter what comes your way.
  • Reduce personal and business liability risk
  • Preserve estate and investment value
  • Separate assets for legal insulation
  • Align insurance with full financial strategy
Let’s safeguard everything you’ve worked so hard to earn.

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Schedule with Herbert Financial Group and transform the way you approach taxes.

Phone Number

+1 (818) 213-1388

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