Sustain Your Success With Smart Money Management

Failing to plan, as it’s said, is planning to fail. But even a plan has to be the right one if you want to give meaning to your money and ensure a stable future.

Sure, money can’t solve all of life’s challenges, but careful budgeting turns finances into solutions rather than stresses. Financial planning — often called wealth management — unpacks the full worth of your wealth, beyond number of dollars in your accounts, providing for your personal health, children and grandchildren’s education, and a long-term commitment to your family’s financial security.

Asset Preservation Tax & Retirement’s personal financial planners in Phoenix, AZ will work to devise the best approach to manage your financial obligations, while stewarding your future needs. With the finesse built only by high-level training and experience, our financial planning professionals weave your financial portfolio into an elegant and beautifully simplified plan that fits into your lifestyle.

The fully licensed financial consultants in our office will provide financial planning services that include college funding, taxes, life insurance, estate, inheritance and retirement planning, and other areas relevant to you and your loved ones.


An annuity is a contract between you and an insurance company that works like a personal investment. You make a lump-sum payment or regular series of payments and then later receive regular disbursements at a defined time, such as retirement.

If you would like to one day receive a steady flow of income from an annuity, consider talking to our experienced annuity company. Contacting one of our annuity advisors today will help you understand whether or not an annuity is right for you, and which ones make for practical investments according to your plans and goals.

There are the two main types of annuities offered by most insurance and annuity companies, along with four additional options:

  • Fixed Annuity: receive a guaranteed payment
  • Variable Annuity: receive a payment based on your investment’s success
  • Income Annuity
  • Index Annuity
  • Hybrid Annuity
  • Senior Annuity

Contact one of our annuity advisors and find out if having a constant flow of income through an annuity might be the best investment option for your financial plan.

Life Insurance

You can only fully enjoy your retirement here in Phoenix when you don’t have to worry about your loved ones once you’re gone. Our personal financial planners help give you the reassurance that comes from a solid life insurance plan. You can relax with the people you love, knowing they their financial needs will be taken care of.

Your personalized life insurance plan begins with getting to know you and your family, your expectations and your loved ones’ needs. Our life insurance agents will help find an insurance policy that works best for you, and determine:

  • When’s the right time to start a plan?
  • How much money do you want to leave behind?
  • Are you involving another provider for your family?
  • How long do you expect your loves ones to live off of your financial savings? How often do you want to deposit your savings?
  • How often do you want to deposit your savings?

Call an Asset Preservation Tax & Retirement planner now and we’ll help make sense of your insurance options.

College Funding

Getting our kids prepared for the “real” world is a big responsibility, and one you don’t have to take on alone. Our licensed financial advisors can help create a budget that will become an investment in your child’s future potential to get hired and receive higher wages.

The best time to start planning for your kids’ higher education is now. The sooner you start, the better. We can discuss several different plans that can help you send your kids to the college of their choice, whether it’s here in Phoenix, Scottsdale, Tempe, or anywhere throughout the world.

Get quality financial planning services by contacting our firm. One of our advisors can help you get started on your college funding today!

Inheritance Planning

Leaving your financial legacy in the right hands can be a difficult, emotional process. It helps to have a trusted advisor beside you. Asset Preservations financial consultants will help you ensure your loved ones will be taken care of into the future. We listen like a good friend and help you plan out your inheritance and draft a will with foresight.

Asset Preservation’s personal financial planners can start your inheritance plan off on the right path, with the optional plans that fit within your personal budget and expectations, such as:

  • Trusts: We’ll make sure that the inheritances you leave behind for loved ones are received at appropriate ages and discuss the possible tax exemptions.
  • Taxes/IRAs: IRA inheritances open several financial opportunities. We’ll inform you on the available options and their taxation consequences so you and your heirs are aware of every inheritance decision.
  • Estates: Laws concerning estates and their inheritances change. Your financial advisor will help you plan your estate so that it’s a gift, not a financial burden on your loved ones.

Call a Financial Advisor Now
Make your future one worth dreaming about. Call one of our financial advisors in Phoenix today.

Get a complimentary portfolio review and get feedback from one of our expert advisors.

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You spent all your working years accumulating this wealth. Now it’s the time to make the most of it.