History
Our clients take pleasure in having a team of professionals coordinate each area of their plan. Our broad range of services includes investment planning, manage asset accounts, tax preparation, life insurance, annuities, and estate planning.* Our entire foundation is based on providing the best possible service for our clients, because ultimately our client's growth and success is what determines ours. Our team of tax, **investment, *legal, and insurance professionals are dedicated to providing outstanding personalized service to each and every client. Each representative draws upon a broad base of knowledge and experience in their area of expertise and is committed to helping you achieve all of your retirement goals.
Specialties
An Overview Asset Preservation Wealth & Tax, is an independent Wealth Management Firm. We concentrate on Tax planning and Roth Conversions, as well as Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Safely Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services. Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...