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Office: (858) 369-0303

Toll-Free: (800) 313-7526

Fax: (858) 369-0306

PO Box 7726

Rancho Santa Fe, CA 92067

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Change Is Good

Change Is Good

Why cross that bridge and rollover your 401k, Traditional, Roth IRA’s, and/or other qualified plans to Wealth Preservation, LLC to manage? Because our goal is to do what is right for you in the most cost-effective manner.

We are fiduciaries, which means we have taken an oath to do what is in your best interest always. This means we do not use investment products that pay us a commission, nor do we markup products.

Instead we provide services to our clients in our capacity as an Advisor Representative of Laurel Wealth Advisors, Inc. We use Charles Schwab as our custodian and as part of that relationship, we are able to provide a considerable range of investment vehicles to our clients. In addition, Charles Schwab's platform provides a vast array of online tools, available to you 24/7.

Our Fiduciary Purpose

Our Fiduciary Purpose

We are fee-based planners and clearly understand our role in your financial success. Our obligation to you is to create and diligently monitor comprehensive financial strategies that strive to perform in the most optimal way possible while providing best-in-class service.

To do this we focus on what we deem three major components of a comprehensive financial plan: retirement planning, risk management, and investments. Today these products have become very complex and require constant monitoring and review. When products don't perform as hoped, a change in direction is sometimes necessary.

We are responsible for making certain that the plans we have implemented for our clients are structured in the most advantageous way possible and we take this responsibility to heart.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide with tips to help you potentially save thousands in taxes and fees, speed up retirement preparations, and avoid critical mistakes.

<p>Understanding Extended Care</p>

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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<p>What to Look for in an Extended-Care Policy</p>

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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