Surprise Arizona's Premier Financial Planning Firm
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
Keywords: Financial Planner, Financial Advisor, Wealth Management, Tax Preparer, Tax Planning, Corte bella, Surprise AZ, Sun City AZ, Sun City West AZ, Annuities, Hybrid Annuities, Income Annuities, Index Annuities, Aviva, Allianz, Security Benefit Life, Sagicor
Interview Q&A
How long have you been in business?
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
What is your primary product or service?
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.
How do you differentiate yourself from other businesses in your category and area?
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
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