.png){kind=small}
Is Your Wealth Plan Truly Protected?
Take the Palatino Protect™ Assessment
to Find Out.
The Palatino Protect Assessment helps you identify gaps in protection, taxes, income security, and legacy planning in just a few minutes. You’ll receive a personalized Protect Score™ along with a clear recommendation: a 1:1 review, a masterclass, or a guide to strengthen your wealth blueprint.
Smart, fast, and personalized, based on your goals, not products.
3 minutes to complete, with a clear recommendation at the end.
100% private and secure - no pressure, no commitments.
Why This Assessment Matters.
Your wealth plan is only as strong as its protection. This quick assessment will give you a personalized Protect Score™ showing:
Income Protection Strength
Identify the biggest risks to your income and lifestyle.
Legacy & Liquidity Readiness
How well your estate plan and liquidity protect assets and ensure smooth transfers.
Tax & Growth Efficiency
See how your tax and legacy strategy supports (or hurts) long-term goals.
Your Recommended Nest Step
Understand the exact next step to strengthen your financial foundation.
How Your Protect Score™ Works.
Step 1:
Answer a few questions about income protection, taxes, legacy, and goals.
Step 2:
Your Personalized Protect Score™ is calculated instantly.
Step 3:
We guide you to the right next step based on your score.
Step 4:
-
A 1:1 Protect Review
-
A Group Masterclass
-
A Getting-Started Guide
Privacy Assurance
Your information is secure and used only to deliver your results.No spam. No pressure. No unwanted phone calls.
Begin Your Personalized Assessment.
Step: Personalization
Before we begin, let’s personalize your experience.
We’ll use your details only to deliver your Preserve Score™ and next-step recommendations. No spam. No sales pressure.
error message
What Makes Palatino Protect™ Different.
Holistic, not product-driven
Every recommendation aligns with your broader Blueprint—not isolated insurance.
Advanced Modeling & AI Insights
We use intelligent systems to identify blind spots traditional reviews never surface.
Tax-Integrated
Design
Every recommendation considers long-term tax drag, estate flow, and liquidity alignment.
Built for High-Earning Professionals & Families
Precision planning tailored to income complexity, private markets, equity comp, and business ownership.
Trusted By Wealth Builders.
Palatino clients include:
Business owners and entrepreneurs
Physicians, tech leaders, and executives
Families planning multi-generational wealth
Investors integrating private markets with protection strategies
