Office: (858) 369-0303
Toll-Free: (800) 313-7526
Fax: (858) 369-0306
PO Box 7726
Cross the Bridge To A New Financial Experience
We invite you to rollover your 401k, Traditional, Roth IRA’s, and/or other qualified plans and allow us to show you the Wealth Preservation difference.
Why Work With Us
Why should you cross that bridge and work with Wealth Preservation, LLC? We are fiduciaries. This means that we have pledged to do what is in your best interest 100% of the time. That is our promise to you.
What We Do
We are fee-based financial planners, and we understand our role in helping you plan for your financial future. We create comprehensive financial strategies for our clients, including retirement planning, life insurance, annuities, and investments.
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.
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.
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.
Understanding Extended Care
Immediate vs. Deferred Annuities
What to Look for in an Extended-Care Policy