COMPLIMENTARY CONSULTATION
Up to 60 minutes
Preservation Wealth Management is committed to helping you work towards your financial independence and well-being. That’s why it is our responsibility to understand your goals and objectives, so we can leverage our experience to help you work toward realizing them.
We can set up a complimentary consultation of up to 60 minutes to evaluate your financial goals, and see how we can help put you on an appropriate path towards achieving them. Request a meeting with us today to get started.
HOW IT WORKS
If you have concerns about your financial future or the future of your loved ones, we can help provide a realistic assessment of your financial needs to lay the groundwork for a genuine plan of action that can help keep you on the path working towards a confident and independent financial future.
We’ll take a goal-based approach to address any concerns you might have about your financial path. We consider a variety of areas of your plan, such as tax strategy, asset protection, investment planning and more, based on the specific needs you bring to us. Once we have these needs in place, we can get to work creating a plan of action tailored directly to your situation.
What to Expect In Your First Appointment
You will meet with us to discuss your goals. We recommend bringing any other decision-makers to this meeting with you, such as your spouse, partner, or family members. However, you do NOT need to bring ANYTHING in unless you have something you would like us to specifically review, such as tax returns and account statements.
WE WILL DETERMINE THREE THINGS IN OUR INITIAL TIME TOGETHER:
Are you on an appropriate path to work towards achieving your financial goals?
Can we help you work towards achieving your financial goals?
Are we the right fit for you, and are you the right fit for us?
HOW TO DETERMINE AN APPROPRIATE FINANCIAL PLANNER
While we don’t believe certifications are crucial in determining which financial advisor is right for you, they can be important, as they may define the level of commitment and expertise advisors possess. For example, as a Registered Income Certified Professional®, or RICP®, my specialized training is in the field of income planning, which can represent a large and significant portion of the retirement plans we help construct for our clients. Consider checking out the legitimacy of the advisor’s designation(s).
Another way to gauge whether your financial advisor is appropriate for you is by asking them questions about whatever they are telling you, especially if you are unsure. This way, you can help ensure that your priorities are aligned and create a level of transparency with your advisor.
Why Consider A Realistic Financial review?
Many people may not realize how important it is to pick an appropriate plan. Where you elect to place your hard-earned money can affect the level of your income distribution, your future income taxes, your capital gains taxes or even taxes on your Social Security income.
The realistic financial review applies our skills and our strategic partnerships with tax and legal professionals to help organize your financial and income planning, helping ensure you have an appropriate plan of action to help you work towards your future financial goals.
Ready to get started? Schedule your meeting with Preservation Wealth Management today to help find an appropriate plan of action for you.
FAQ
WHAT QUESTIONS CAN I ASK TO VERIFY THE FINANCIAL ADVICE I'M RECEIVING?
Two questions that may provide an accurate assessment of how experienced your potential advisor is are “do you invest in your professional knowledge” and “do other professionals trust you to help their clients.” If your advisor can speak to industry-specific training and courses, as well as professional references, you may be able to rest assured that you are in an appropriate hands.
Can you provide a second opinion from another advisor?
Everyone deserves a second opinion, and you cannot obtain that from the person who gave you the first one. We invite you to meet with us if you are unsatisfied with your current situation or are concerned your current financial advisor may not be appropriate for you. We can work with you to help design a strategy suited for your unique situation.