Estate Planning to Preserve Your Wealth and Legacy for Generations

Preserve, protect and pass along your wealth according to your wishes, not someone else's.

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Unexpected events happen. Don’t wait until the last minute to create a plan.

You Need Estate Planning If...
  1. You haven’t planned for senior care costs (Medicaid)
  2. You don’t have the skills to manage your assets yourself
  3. You don’t want to lose what you have
  4. You want your assets to grow tax deferred over time
  5. You don’t want to saddle your family with issues
  6. You want to preserve your legacy for generations
  7. You don’t want your affairs to end up in probate court
  8. You want to protect your wealth from predators, creditors and ex-spouses
 

Protect Your Wealth and Family

You’ve worked hard to earn your wealth. Proper planning not only helps you preserve and grow your assets but ensures you control how it is passed along.

asset protectionASSET PROTECTION
Ensure your assets including property, cattle and even pets, are cared for per your wishes.

asset protectionDEFER OR OMIT TAXES
Minimize your estate’s tax liabilities and leverage your wealth to grow your assets.

asset protectionPEACE OF MIND
Know your assets and your family will be protected and not squandered away in probate.

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Protect Your Wealth and Family

Control Your Assets Like the Rockefellers

Own Nothing but Control Everything

Do you know what Nobel, Rockefeller, Hershey, Mellon, DuPont all have in common? They all protected and preserved their wealth and legacy through proper estate planning. As a result, they never had to worry about debtors, creditors, or even ex-spouses taking portions of their assets.

There's no doubt these were very savvy-businessmen. You're probably thinking, "They all used fancy, complex accounting practices, and I can't afford that." But what if you could? What if you could use the very same financial vehicles these wealthy business owners used to protect their assets?

At VIP Insider, we believe that everyone should be able to preserve, protect, and pass along their wealth according to their wishes, not someone else's. And we do this using similar strategies as the Rockefellers.

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Clients Protecting Their Assets

Shari Peterson

Minister, Counselor, Author of The View from 13F & Co-founder and Owner of RME Advisors, LLC

“I first met Rob West in 2006 when I attended a financial seminar to increase my own financial knowledge. We spoke and I asked if he would be available to speak with several of my clients who were struggling with advanced financial questions. Of the many people I met while trying to find help for my contacts, Rob was the only professional who truly spent time and energy to understand and help these people versus simply trying to sell them a different financial product. As an expert regarding our money system and a recognized authority regarding banking and complex financial strategies, Rob is a frequent guest on radio and talk shows.”

Jerry Kolker

Retired CEO Mortgage Banker

I have known, Rob West for seven years. I have done several successful deals with him. I respect him for his integrity, business acumen and his compassion for success and helping others to achieve their goals. Rob has also been a mentor to me in personal business affairs. I am excited about his new business project and am excited for him and my family as well.

Mike

Goodwin Insurance Agency, Aurora, CO

[...] I hope you guys help 100's and 100's of good people like the group last night. Since I have known you over 10 years now, I have always looked up to your knowledge of the world and you always opened my mind up to thinking outside the box when it comes to how the world truly operates. 99.9% of humans have no clue on how they are used by the economic systems of the Rothchild's etc.

Who Benefits from Estate Planning?

Real Estate Owners

Real Estate Owners

Business Owners

Business Owners

Veterans

Veterans

Seniors needing medicaid advice

Seniors needing medicaid advice

Professionals Athletes

Professionals Athletes

Executives

Executives

Owners of Valuable Possessions

Owners of Valuable Possessions

Grandchildren

Grandchildren

Your Plan to Preserve Your Wealth

Utilize the same protections to preserve your legacy that the Rockefellers did.

CALL

Schedule a call so we can discuss your unique situation.

CALL

CHOOSE

Select the asset protection strategy that helps you achieve your goals.

CHOOSE

CONTROL

Accumulate wealth while preserving and protecting your legacy.

CONTROL

Your Trusted Advisor

Hi. I'm Rob West. I specialize in simplifying complex financial matters. I've been a financial professional for over forty years, and I want to help you take advantage of the same planning and investment vehicles the wealthy have been using for years.

As an estate/probate & trust paralegal, I've seen it all, from probate courts redistributing someone's hard-earned wealth to families fighting over their "fair share."

As your trusted advisor at VIP Insider, I believe everyone should have an estate plan in place to preserve, protect, and pass along their wealth according to their wishes, not someone else's before unexpected circumstances arise. If you believe the same, let's talk.

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Your Trusted Advisor

Rob West on "CEO Money with Michael Yorba"

Have Questions? Contact Us Below!