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Steve Suib

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Independent Financial Services Firm in Montgomery County, PA

Earning a living is only part of the path to financial freedom. You also need significant money management strategies and solutions to make the most of your money. Many people are great at their jobs and at earning money, but most lack the experience and skills to achieve real financial independence. That’s where a good wealth management professional and an independent financial services firm can help.
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What Is an Independent Financial Services Firm?

Earning a living is only part of the path to financial freedom. You also need significant money management strategies and solutions to make the most of your money. Many people are great at their jobs and at earning money, but most lack the experience and skills to achieve real financial independence. That’s where a good wealth management professional and an independent financial services firm can help.

Benefits of Using an Independent Financial Services Firm

1. Finding ways your money can work for you.

To create wealth, it’s not enough for you to simply earn money, you need to put your money where it can earn interest and/or dividends to keep pace with inflation. Our financial management team can show you solutions that will work for you and your family. Ask us about our wealth accumulation services.

2. Making sure that you'll have enough money for retirement.

Americans are living longer than ever. That means you need more money to do the things you want in your retirement. A Registered Income Certified Professional® at our firm will sit down with you and listen to your retirement goals and dreams and work diligently to find retirement income strategies that will make those dreams a reality for you.

3. Protecting your assets for your heirs.

Responsible asset protection planning is another benefit of using an independent financial services firm. This means finding legal ways to minimize the amount of money that your heirs will lose to taxes when you pass away. Setting your assets up properly can make a big financial difference to your family when you’re no longer around to protect them.

4. Minimizing your tax liability.

Taxes aren’t just a concern for your heirs. You know that large check you write to the IRS each spring. Proper tax protection planning can make sure that you’re getting all of the deductions you deserve and aren’t paying any more than your fair share in taxes.

5. Making sure that your family is protected from hardship after your death.

Having adequate life insurance is another essential part of wealth management, just as important as income planning. Life insurance lets your family continue to live as they have even after you’re no longer around to provide for them. Talking with a life insurance advisor can make sure that they will not only be able to pay your final expenses, but will have money for living expenses going forward as well as dreams like college and travel.

Preservation Wealth Management provides a full suite of wealth management services and strategies to help you achieve financial freedom. In addition to Montgomery County, we serve clients and families in King of Prussia as well as those in Lehigh County, Chester County, Delaware County and Bucks County, PA. Call us today to schedule an appointment to meet with a financial professional and find the right financial solution for you!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Investment advisory services provided by Steven A. Suib as an investment advisor representative of Preservation Wealth Management.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.