Broker Check


Putting Your Money To Work For You
We seek to provide comprehensive personal and business financial services. From reviewing your existing retirement planning and/or wealth management, we are by your side to help you make smart financial decisions. Maybe it's time for a second opinion. Not only will we strive to have an all-encompassing wealth management strategy, but we believe that each of our clients can expect a complete, highly tailored, financial strategy that we diligently monitor. We pride ourselves on being highly communicative - together we can help you live your best life, and get a good night’s sleep!

<strong>Wealth Management</strong>

Wealth Management

Anyone can say they “do wealth management”, but what does that mean? What does the term “wealth management” cover? We’ve been managing wealth since 1975, and to us “wealth management” is personal. We provide highly personally and communicative service that focuses on finding the right solutions that can help you meet your goals of achieving the life and level of financial stability you want.

To do this we need to focus and link together several areas under the wealth management umbrella. We look at life and long-term care risk management, estate planning, investments, retirement planning, and rollover consolidations. A financial plan isn’t complete if even one of these stones is left unturned.

Sounds overwhelming, right? Not with Wealth Preservation, LLC. We do the heavy lifting and together we will work towards your successful future.

<strong>Retirement Planning</strong>

Retirement Planning

We believe retirement will be more enjoyable if your income is structured to fit your lifestyle choices and if you have developed a retirement plan to protect your assets. That being said, there are more than a few things to consider when it comes to your retirement plan. Again, it’s all about making sure every stone is overturned.

So, what goes into a complete retirement plan? Well, for starters, retirement planning is a process of “thinking” about things. We get together and think about what you want retirement to look like, what you want to do, and how you want to spend your money

Then we think about how much money you will need every month, what retirement and savings accounts you have to draw on for that monthly income, and when and how you should draw money from each of those accounts. We think about being tax-efficient, cost-effective, looking at your expenses, managing risks, and appropriately allocating your assets as you age.

At the end of the day, there are probably as many things to consider for your retirement plan as there are letters in the word retirement, but don’t let that overwhelm you. We’ve been at this for years, and we specialize in simplifying financial matters, especially retirement.

<strong>401(k) Plans</strong>

401(k) Plans

We offer full-service 401k Plans for small business, which is an employer-sponsored, defined-contribution, personal pension (savings) account, as defined in section 401(k) of the U.S. Internal Revenue Code. 

Plans are established to offer periodic employee contributions that come directly out of their paychecks and are normally matched by the employer. These plans make 401(k) plans attractive to employees, and many employers offer this option. 

401k plans, when structured correctly, are very favorable to employees and employers.

<strong>Estate Planning</strong>

Estate Planning

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. Even if you think you don’t have much of an estate, creating a plan and having the proper documents in place will go a long way in creating peace of mind for your family members and beneficiaries.

Without a proper estate plan you run the risk of your estate going into probate, a process that can negate any desires you had for where and how your assets are distributed. We can demystify the estate planning process by walking you through the documents needed and ensuring that you are prepared to make your passing as easy as possible for your family and heirs.

<strong>Rollover IRAs</strong>

Rollover IRAs

We also offer rollover IRAs and all tax qualified plans for Individual's.  

When you roll over a retirement plan distribution, you generally don’t pay tax on it until you withdraw it from the new plan. but most importantly by rolling over the funds, you’re continuing to save for your future and your money continues to grow tax deferred.

Three ways to complete a rollover:

  1. Direct rollover 
  2. Trustee-to-trustee transfer 
  3. 60-day rollover  

For more information, please feel free to ask us.

<strong>Risk Management</strong>

Risk Management

Risk comes in all shapes and sizes, but there are ways to protect yourself against the risks that come naturally with life. By planning ahead, especially if you have multiple financial responsibilities like a mortgage, family, or other long-term financial obligations, you may be able to ensure the financial stability of your loved ones in the event of your death.

By purchasing the proper life insurance coverage for yourself and key earning members of your family, you are making an investment in sanity for yourself and your beneficiaries. In the event of your death, your family will be dealing with grief, arrangements, wills, and more. Having the right life insurance coverage can take many financial burdens and additional worries off their shoulders.

CA #0505247.21

For more information about our firm and the services we offer, send us a quick email or call the office.
We would welcome the opportunity to speak with you.

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