Upcoming Events:

There’s nothing quite like learning the most up-to-date financial strategies, and having all your questions answered in person. That’s why Asset Preservation Tax & Retirement holds in-person workshops and events. Of course, presently, the recent Pandemic has put a temporary hold on assembling together, but we look forward to resuming these fantastic events soon!

A fulfilling retirement starts with confidence in your plan.

Our team is passionate about teaching and believes that continued education is the key to empowering our clients. We want to make sure you feel comfortable with a plan that keeps your priorities at the foreground.

What You'll Learn

How to identify your retirement style

Everyone has different priorities when it comes to retirement.

When your current advisor talks about your plan do they only talk about what you are going to make?

Honesty and transparency are the most important factor in a plan. Certain conversations we have to have, like what are you willing to lose?

Advisors don’t like talking about loss, but we feel it is our obligation to do just that. We want to teach you about your risk tolerance levels and help you fully understand draw down.

retirement style

How much retirement costs

Let us help you identify your goals.

Where do you see yourself in the next 5 years?

Where do you want to go?

Who do you want to take along with you?

Is your current financial plan working to achieve this goal?

We’ll discuss the steps necessary to design a roadmap to get you there by studying all the areas of your financial future:

  • Goals
  • Income
  • Expenses
  • Retirement Age
  • College Funding
  • Life Insurance
  • Roth Conversion
  • Tax Planning
  • Estate Planning
  • Pension and Profit Sharing
retirement costs

If you are on track to meet your goals

The amount you’ve saved, the accounts you have and your asset mix are all part of this equation.

Then, we will show you how to calculate your current approach so we can see where adjustments can be made to optimize your current situation.

We will show you how to look at key factors to help you better understand where optimizations can happen.

Solutions to help you feel comfortable now, and in retirement

We’ll go into depth into certain topics such as:

  • How to convert your savings into a steady income stream
  • How to invest for the long term
  • How to explore new financial opportunities
  • How to make sure you don’t have a tax time bomb waiting to go off
  • How to protect your loved ones and leave a legacy