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Retirement Planning Tools

Retirement Explorer® Software to help analyze if you are "on track" to retire the way you want.

Social Security Explorer™ Software to help enhance your Social Security benefits.


Retirement Income Strategies

Annuities can provide guaranteed income for life. Fixed, Fixed Indexed, or Variable Annuities


Managed Fee-based Investments

Professionally tax managed accounts with stock & bond mutual funds & ETFs.

Estate/Legacy Strategies

Life Insurance: Term, Whole Life, Universal, and Fixed Indexed Universal Life.

Long-Term Care Insurance (LTCi): Traditional or Asset-Based LTCi.


Financial Strategies

  • Brokerage Accounts
  • IRAs – Traditional, SEP, Simple, Roth
  • Pension & Profit Sharing Plans
  • 401(k) and 403(b) Plans
  • 529 College Plans
  • Small Business Solutions
  • Medicare Supplements vs Medicare Advantage

At Preservation Financial, we believe in building lifelong relationships and proper stewardship of resources. We do this by taking the time to listen, developing plans to meet individual needs, and serving who God places in our path. At the end of the day, we specialize in retirement income planning, estate and legacy strategies, and small business financial strategies.

Retirement Explorer® is a software program that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Explorer® is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.