We make businesses more profitable.

...and bring business owners peace of mind.

Business Services

Consulting, Tax Strategy, Insurance and Annuities solutions

for business owners, their executives and their employees.

Insurance Partnership

Implementing insurance solutions for customers of Credit Unions, Lenders, CPAs and others.

Personal

Services

Insurance for individuals and their families - life insurance, income protection, and long-term care.

Planning & Investing

Comprehensive financial planning and investment management for individuals and business owners.

Lesley sitting in chair

Hi, it's nice to meet you. I'm Lesley Batson

I started You Bet Your Assets! because I meet many business owners who are admirably immersed in their business operations but they have not implemented critically important business planning or personal planning. This puts everything they are building at risk!

My team and I will help you:

  • Minimize risk your business

  • Optimize your taxes

  • Position your enterprise as a sellable asset

  • Provide you and your family peace of mind

You Bet Your Assets! Logo

Helping business owners grow and protect their most valuable assets - their business, their employees, and their family.

We'd love to hear from you. Follow us on these platfoms or Contact us:

CERTIFIED WOMAN-OWNED AND MINORITY OWNED ENTERPRISE
SERVING CLIENTS NATIONWIDE.

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