Wealth Preservation, LLC is a boutique independent Financial Services Firm offering estate planning, life insurance, retirement planning, and wealth management. For over four decades, Wealth Preservation, LLC has been noted for applying sound and time-tested strategies for their clients & establishing personalized custom tailored planning designed to protect you & your family for multiple generations; including: Life Insurance, Retirement, Wealth Management coordinated with Social Security benefits. Wealth Preservation, LLC prides itself on exceptional personalized customer service to all their clients while offering the most advanced planning methods available. While we are located in Southern California, we are licensed nationwide and work with clients across the country.
Estate Planning
Should something happen to you, who will be responsible for your affairs? Estate planning can help.
Estate PlanningLife Insurance
Provide your family with the security knowing that they will be taken care of financially when you are not able to.
Life InsuranceRollover Options
We offer strategies to reduce your tax burden while leaving more net income for your retirement.
IRA / 401K Rollover OptionsAnnuities
We are living longer than ever. Annuities provide guaranteed income over your long-term retirement.
AnnuitiesRetirement Planning
Now is the perfect time to start planning and implementing your plan to give yourself the comfortable retirement you have worked towards.
Retirement PlanningPremium Finance
For clients who are looking to purchase life insurance without liquidating other investments or changing spending, Consider Premium Financing
Premium Finance Life InsuranceExtended Care
Approximately 70% of people over age 65 will need extended care at some point in their lives. Consider Extended Care a key feature of your retirement plan.
Extended CareABOUT US
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