The Privacy & Financial Shield LLC

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Services


 
 
 
  Initial Contact

A great number of new client’s initial contact with PF Shield is by phone.

Initial contact is complimentary and typically lasts 15 minutes. This call is for basic orientation only.

Please call our toll free number and ask to speak to Tim.

During the initial contact a general determination will be made as to what you need. A number of variables will determine the plan considered.

Most initial contacts will result in an Initial Consultation.


 
  Initial Consultation

The Initial Consultation rate is $150 ($250 with attorney/client privilege) and payment must be accompanied by an Agreement and Initial Questionnaire.  The Initial Consultation includes PF Shield's Guide to Asset Protection

The Initial Consultation lasts approximately 45-75 minutes.

After the Initial Consultation PF Shield will use the information gained during the interview and from the initial questionnaire and formulate a comprehensive report detailing your recommended asset protection plan.

This Initial Consultation may be ordered by mailing cash or money order to the address on our contact page.

   PF SHIELD'S Guide to Asset Protection

This comprehensive guide to Asset Protection written by PF Shield’s founder and Chief Consultant, W. Ryan Fowler is chock-full of case law, statutory law, and legal analysis, broken into layman’s terms to conclusively show what works, what doesn't, and why.

  • Learn about the proper use of trusts, limited liability companies (LLC), corporations, Family Limited Partnerships (FLP), and more.
  • Learn about little known techniques, such as equity stripping, that have been battle-proven to be extremely effective asset protection devices.
  • Learn when and when not to go offshore and why offshore asset protection is often not only unnecessary, but also ineffective.
  • Learn how to properly integrate asset protection into a business or estate plan, for enhanced protection.
  • Learn how to properly document business activities as an effective shield against “alter-ego” litigation.
  • Learn about super-effective 100% legal financial privacy techniques.
  • Learn the best, most painless methods to protect vehicles, investments, bank accounts, and real estate.
  • Learn how to avoid asset protection traps, such as painful tax consequences, civil conspiracy penalties, and fraudulent transfer rulings.
  • Learn how to use liability insurance, life insurance, and annuities to protect assets.
  • Plus much, much more!

The guide is over 100 pages and updated to provide the cutting-edge to asset protection

The Guide is available in the following formats:

By email, CD ROM or Hard Copy the guide costs $50 (includes shipping) (email and CD ROM are an Adobe Acrobat Document).

This Guide may be ordered by mailing cash or money order to the address on our contact page.

Hardcopy: please allow 1-2 weeks for processing and delivery. E-mail: The e-book will be e-mailed to you within 48 hours of receiving payment. Be sure to include shipping info (email or physical address).

  Asset Protection Plans

Save yourself the Initial Consultation fee and simply become a client

All Packages include

  • An Initial Consultation
  • PF Shield’s Guide to Asset Protection.
  • All supporting documentation necessary for the implementation of your program. This includes operating agreements, management agreements, lease agreements, promissory notes, and any other necessary documents.
  • If needed, land and/or privacy trusts are included at no extra charge.

DOMESTIC PLANS

Basic Consulting Plan:

  • 1-year unlimited consultation.
  • Organization of 1 domestic LLC, Limited Partnership, or other entity. PF Shield will organize one business entity in any one of the 50 states for a client.
  • At no extra charge, a client may consult with PF Shield regarding any entity, program or document provided by PF Shield as a part of the Basic Consulting Package.
  • Equity stripping of 1 property. A client may use PF Shield’s equity stripping program “Equity Stripping via LLC Capital Contributions” for 1 property. This program will use the LLC formed as part of the Basic Consulting Package.
  • If more than one property is equity stripped with this LLC there will be an additional charge of $400 for each extra property.
  • There may be additional charges for a multi-stage or other advanced equity stripping program.
  • PF Shield will be happy to provide an estimate of additional charges for an existing client or during an initial consultation.

Deluxe Consulting Plan:

The Deluxe Consulting Package includes everything in the Basic Consulting Package, plus:

  • Formation of two business entities instead of one.
  • A client often needs two entities, since one is typically used to equity strip real estate, and the other is used to protect liquid assets and other personal property.
  • Equity stripping of two properties instead of one. Additional properties may be equity stripped for an additional $400 per property.
  • There may be additional charges for a multi-stage or other advanced equity stripping program.
  • PF Shield will be happy to provide an estimate of additional charges for an existing client or during an initial consultation.

Premium Consulting Plan:

The Premium Consulting Package includes everything in the Deluxe Consulting Package, plus:

  • Formation of three entities instead of two.
  • A client would need three entities if, for example, they needed one LLC to equity strip real estate, one LLC to protect liquid assets and personal property, and one LLC to protect a small business.
  • Equity stripping of up to three properties instead of two. Additional properties may be equity stripped for an additional $400 per property.
  • There may be additional charges for a multi-stage or other advanced equity stripping program.
  • PF Shield will be happy to provide an estimate of additional charges for an existing client or during an initial consultation.

OFFSHORE PLANS

 

 DOCUMENTS
 

PF Shield Client Agreement

PF Shield Initial Questionnaire