Asset Preservation Tax & Retirement Services / Financial Advisor in Surprise, Arizona

An Overview
Asset Preservation Tax & Retirement Services, is an independent income tax,Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, 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 14 Years of Dedicated Service
- Over $220 Million Safely Managed Client Nesteggs.
- Over 9,000 Households Statewide

Our Services
Asset Preservation Tax & Retirement Services 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.

Companies Represented
TD Ameritrade, Charles Schwab Institutional, Aviva, Allianz, American Equity, Forethought, ING, Jackson National, AIG, Security Benefit Life, National Western, Fidelity and Guaranty, Midland National, and many others.

Our Team
Asset Preservation Tax & Retirement Services is a one stop financial services firm that is comprised of professionals from many sides of the industry including:
Financial Planners, Financial advisors, Investment Advisors, Wealth Managers, Tax Preparers, Annuity Agents, Attorneys, Life Insurance Agents, Legal Document Preparers
Areas we serve include Sun City, Sun City West, Surprise, Peoria, Glendale, Scottsdale and Phoenix, Corte Bella

Specialties

401k Rollover Annuities CFP ® Education Planning- Fee-Only Fee Based Investing Financial Life Planning High Net Worth Planning Inter-generational Wealth Planning Money Coaching Our Business Services Include: Buy Sell Agreements And Successio Retirement Distribution Plan Retirement Scenario Planning Rollover Of 401k Or IRA Self-Directed IRA Consulting