Anchor Your
Financial Future
in Confidence and Connection
Guided by our values and heart for helping, we aim to keep you from drifting off course by developing strong retirement strategies and equally strong relationships.
Helping You
Embrace Every Moment
At Strategic Asset Preservation, we’re helpers, huggers and givers (as you likely will discover when you visit the office and we load you up with farm-fresh eggs). We get to know your goals, hopes and worries so we can lead you to your dream retirement with a servant’s heart.
But we also aren’t shy about fighting for those we call our friends and family. Our mission is to arm you with tailored strategies and products that put you in a position of strength, now and in the future.
Instant Download
Are You Paying Too Much in Taxes in Retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
• The different types of retirement accounts
• Why tax laws are ever-changing
• Options for tax deductions in retirement
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Our Process
Anchor Your Future
We developed our custom, 3-step Anchor Your Future financial planning process to help secure your dream retirement ... whether the economic forecast looks bright or bleak.
Take Hold of Your Dreams
Chart Your Course
Sail Through Retirement
Comprehensive Services.
Comfortable Retirements.
Our holistic financial approach is anchored in sound, tax-forward principles designed to preserve what you’ve worked hard to amass and generate reliable income when you need it most.
From retirement planning and risk management to Social Security optimization, tax-efficient strategies and health insurance, we provide a full suite of services to help you make informed decisions about your finances and future.