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.
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Phone: 440.345.6900