Listen to Preservation Retirement Radio, Sunday morning at 6am on WTAM 1100. Our proprietary Retirement Protection Plan™ is designed to help our clients achieve simplicity and confidence during their retirement years through five key areas of financial life:


FINANCIAL REVIEW

We'll address your goals and concerns. That includes your:

  • Goals, current and future
  • Concerns and interests
  • Values and relationships
  • Income and assets
  • Legacy plan


INCOME PLANNING

We’ll evaluate your current situation and identify potential sources of income in retirement, including:

  • Social Security
  • Pension
  • Retirement savings
  • And more


INVESTMENT PLANNING

We’ll create a portfolio tailored to your unique life, using:

  • Your goals
  • Your risk tolerance
  • Your current financial picture as a guide


HEALTH CARE PLANNING

We’ll work together to:

  • Identify your potential future needs for health care
  • Make sure you receive the care you need in your later years


TAX AND LEGACY PLANNING

We’ll utilize tax diversification strategies to:

  • Potentially reduce your tax liability
  • Pass wealth on to the next generation in a tax-efficient way.
  • We’ll collaborate with estate planning attorneys and licensed professionals to make sure your wealth is distributed according to your wishes when the time comes.


Website

Phone: 440.345.6900

Email

info@preservationretirement.com