The professionals at Passport Financial Services design and manage financial portfolios, estate plans, business continuations, and insurance plans. When new clients come to us they usually have already done some measure of planning. So why do they choose to work with us? – To take their financial situation to a higher level and to close seemingly ever-present and expensive gaps in the present plan.

At Passport Financial we see your whole financial journey and the steps you need to take to help you reach your objective. We approach your path on a "cross-disciplinary basis." Think of it as viewing a trip with each step designed to work with the steps you took before and the ones that are still to come. We can identify the "gaps" and make sure they don't slow you down before you reach your goal.

We provide insurance products to protect you and your investments.

Our Individual Products:
Wealth Management Financial Planning Estate Planning	Asset Protection* Business Buy/Sell Agreements Business Succession

*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.