What We Do
Keys to a Successful Retirement
You’ve worked hard to save money for retirement. Now it’s time to protect that money. And Preserve Financial may be able to help you do that. Our 3 guiding principles, which we believe are the keys to a successful retirement, are as follows:
Safety First
Aim For A Reasonable Rate of Return**
Keep It Simple
We Can Provide You With
the Key to a Successful Retirement
We’ll present you with all the information you need in order to make educated decisions for your retirement future.
What we believe is that protecting your money is vital.
Do you know what’ll happen to your money in the event of a market downturn? This is an important question to ask. As retirement approaches, you no longer have time on your side. As a result, you may be looking for an option to grow your income safer than stocks.
If this is the case, we could be of help to you. Preserve Financial focuses on long-term financial stability when guiding clients. There are certain products that could keep your money safe for the long haul, that you may not be aware of. we can elaborate on this, and provide you with other helpful information you may not have.
Dinner Seminars
Preserve Financial regularly hosts educational dinner seminars to help potential clients learn more about their retirement options and about the services we offer. The event comes at no cost to attend, and we provide a complimentary meal. Events tend to fill up quickly, so if you’re interested, reach out to us about upcoming events now to reserve a spot.
About Us
Our 3 Core Principles
We believe the 3 keys to a successful retirement are:
Safety
Safety first! When you're still working, you most likely have higher risk tolerance. However, as you approach retirement, this is likely to change. Riskier investments could seem less favorable once you no longer have time on your side, and are no longer earning income through employment. Rest assured, there are ways to keep your money safe. And not only that, but there are ways to earn reasonable rates of return** at the same time.
Reasonable Rate of Return**
While safety is, of course, our top priority, a reasonable rate of return** is also crucial. The connotation is that some accounts offer safety, while others offer high returns. However, there are ways to get the "best of both worlds." Certain annuities or insurance policies may be able to help you earn a reasonable rate of return** without risking your money. Contact us to learn more.
Simplicity
Who says retirement has to be complicated? We believe in keeping it simple. It's important that you know exactly what's going on with your money, in order to feel confident that your strategy will work. giving you all the information you need to make the best choices is one of the things we pride ourselves on.