San Diego Asset Protection

Welcome to DMF insurance! At DMF Insurance we offer full service independent life and disability insurance and we specialize in San Diego asset protection and wealth management. We can assist you with building a San Diego asset protection plan that will be both affordable and effective.

All assets are not treated in the same manner. Some assets are exempt from attack, while others need more protection. For example, your bank account can be more easily attacked than the home you share with your spouse. Consider the difference between exempt and non-exempt property as you develop your San Diego asset protection plan.

Some examples of exempt property are below but San Diego asset protection law governs whether property is exempt or non-exempt. When looking at your state law, be sure to check to see how much of an exemption is allowed for the particular type of property.

(1) public and private retirement benefits;

(2) household furniture and furnishings;

(3) personal effects, such as clothing and jewelry;

(4) disability and health benefits;

(5) proceeds of life insurance and annuity policies;

(6) social security benefits; and

(7) tools of a trade or business.

Contact DMF Insurance today to discuss your Woodland Hills asset protection needs. Our team of dedicated San Diego asset protection specialists will work side-by side with your personal advisors to develop an integrated Woodland Hills asset protection plan that is tailored to your unique circumstances. Your DMF Financial Advisor will introduce you to this professional team of San Diego asset protection asset protection specialists and serve as your liaison throughout this comprehensive planning process.