Free No-Obligation Consultation Up to 60 Minutes

Preservation Wealth Management is committed to 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 free no-obligation consultation of up to 60 minutes to evaluate your financial goals, and see how we can help put you on the right path toward achieving them. Request a meeting with one of our advisors today to get started.

How It Works

If you have concerns about your financial future or the future of your loved ones, we can 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 to 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 our team of trusted financial professionals 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 the right path to achieve your financial goals?
Can we help you achieve your financial goals?
Are we the right fit for you, and are you the right fit for us?

How To Determine the Right Financial Planner

While certifications are not crucial in determining which financial advisor is right for you, they can be important, as they often 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 represents a large and significant portion of the retirement plans we construct for our clients. Make sure you check out the legitimacy of the advisor’s designation, as there are many that are easily obtained with little or no effort.

Another way to gauge whether your financial advisor is right for you is by asking them questions about whatever they are telling you, especially if you are unsure. This way, you can ensure that your priorities are aligned and create a level of transparency with your advisor.

Why Consider a Realistic Financial Review?

Most people don’t realize how important it is to pick the right 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 the skills of our internal investment advisors and our strategic partnerships with tax and legal professionals to help organize your financial and income planning, ensuring you have an appropriate plan of action for your future financial goals.

Ready to get started? Schedule your meeting with Preservation Wealth Management today to help find the right plan of action for you.


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