How Confident Are You In Your
Getting started requires three key things: finding out where you stand financially, naming your personal financial goals, and creating a plan to reach those goals.
Our first step will be to look at all of your assets - bank accounts, investments, current fees, risk allocation, the whole nine yards - to get a full picture.
We will sit down with you and propose a strategy for reaching your goals.
The most important part of this process is to present to you a road map in the form of a comprehensive, full blown, WRITTEN PLAN that considers all the areas of your financial future.
Our team is passionate about teaching and believes that continued education is the key to empowering our clients.
That’s why we offer seminars on financial planning for retirement, 401k contribution and management, investments, tax planning and more here at our office in Phoenix, AZ. Want to find out more? Give us a call or click on the button below.complementary portfolio review
If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office.
Most advisors aren’t even talking about tax because they are prohibited from even mentioning it to their clients. Not us.
Interested? Speak to an advisor at 602-449-0146.
We are your PARTNERS in retirement.
We pride ourselves on communication - you're not going to pay your fees and hear nothing from your advisor.
We want to help you develop a game plan for your finances so you can come in first with money.
We also pride ourselves on the fact that all of our advisors are fiduciaries and they are required to be unbiased, transparent, and act in your best interest.
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
I had my third meeting with Stewart today. I feel like I have found a new friend who really seems to care about making my life better and much easier. Each time I leave their office I just feel the comfort of being in good hands. Every step has been explained in easy terms and I'm covered in all areas for my investments, my taxes and my estate planning. This type of business has a lot of shady and uninformed characters but if your looking for real informed people that want you to succeed and treat you with respect, then this office is for you!
My husband and I were going through some "life changing " experiences, as were many of us in 2020. We had a lot of financial decisions to make and really had no clue of where to start. We saw the television program and decided to schedule the free appt. We met with Judd and he took the time to answer all of our questions, as well as some we didn't know to ask. There was never any pressure to "sign up" or use their services. I can honestly say we left the appt feeling informed and extremely relieved. I would highly recommend this company.
In 2015 I attended a free social security/retirement seminar hosted by Asset Preservation and spent one hour obtaining great insight about information most pre-retirees do not have but should before they make one of the most important life decisions about retirement. I made an appointment afterward and met with Justin "Judd" Carlson. I can't express how impressed I was with his professionalism, knowledge and genuine care for my specific situation - he helped me make some extremely important decisions. At no point did I feel pressured into purchasing anything or investing; he worked out scenarios that would benefit me both short and long term. He was very knowledgeable about tax laws, retirement options, social security, pensions, investments, etc. and explained in simple terms I could understand.
Since that 1st meeting, I have met with him two more times, he helped me understand the legalese when my dad passed away and helped me file papers...all at no charge. This last week, we met again and created a game plan for my employment retirement and advice on small business tax requirements;. It's critical to trust your financial adviser - Judd definitely has earned my business and I have referred him to some of my closest friends.
I would recommend this service to anyone who values personal, professional treatment as a client. Everyone from the receptionist to the Representatives have been very accommodating..
I have a great time working with the Staff and Clients of Asset Preservation Tax!