Asset Preservation Wealth & Tax

Meet Erick Jimenez, a licensed fiduciary and financial planner at Asset Preservation Wealth & Tax! 💼

Erick brings extensive expertise as a fiduciary and financial planner. He is committed to developing and fine-tuning strategies that empower clients to grow, protect, and seamlessly distribute their wealth—while minimizing risks and tax liabilities. That has made him an invaluable asset to both Asset Preservation Wealth & Tax and the clients he serves. 🤝

When do you hope to retire? 🏖️

Putting off retirement to save a bit more might sound like a smart move. But is it really?

The truth is that working longer can be risky.

Health issues, changes in the job market, or the desire to save a bit more for freedom can derail your retirement plans.

Many people worry about how long their money will last in retirement. That's why it's important to explore smarter ways to ensure your savings last as long as you do. 📉💰

Read more about factors that could affect how long your money lasts in retirement! 👇

What is an annuity? 🤔

An annuity is a written contract, usually between you and a life insurance company, where the insurer makes a series of regular payments to you in exchange for premiums you've paid.

It's important to note that an annuity is NOT the same as life insurance.

The good news is our expert annuity advisors provide a range of options tailored to meet your financial goals! 📈💵

Read about different types of annuities to consider! 👇

Ready to take a holistic approach to your finances? 💰

Managing money is more than just budgeting or choosing investments—it's about understanding the bigger picture!

Many people focus on one aspect of their finances without considering how everything fits together. That's where holistic financial planning comes in! This approach goes beyond traditional advice by addressing every element of your financial life.

Holistic financial planning creates a comprehensive strategy that aligns with all areas of your wealth, ensuring each decision supports your overall financial goals. 🎯

Here are 6 benefits of holistic financial planning! 👇

Saving for the future is essential, but did you know there are great alternatives to traditional savings accounts? 👀

Consider options that can offer HIGHER returns or MORE flexibility.

📈 High-yield savings accounts typically provide better interest rates than standard accounts, helping your money grow faster.

💸 Money market accounts combine the features of savings and checking, offering higher yields and check-writing privileges.

💿 Certificates of deposit (CDs) lock in your money for a fixed term at higher interest rates.

💰 Investment accounts allow you to explore stocks, bonds, or mutual funds for potential growth.

For those seeking liquidity and growth, consider robo-advisors or peer-to-peer lending platforms. Each alternative has risks and benefits, so it's essential to assess your financial goals before making a decision!

Let's chat about which strategy fits your financial goals!

What should you look for when it's time to hire a financial advisor? 🤔💼

Our President, Stewart Willis, was recently interviewed by Authority Magazine as a part of a speaker series on what to look for when hiring a financial planner or financial advisor.

He says, "It's important for everyone to have an advisor, someone that they can rely on so that you don't end up making mistakes. Oftentimes, people are taking way too much risk in the market, and they have no idea. A financial advisor can analyze how much risk you're taking and make recommendations based on your goals and comfort level."

Click here to read the 5 things Stewart says you should look for when hiring a financial advisor! 👇
https://medium.com/authority-magazine/stewart-willis-of-asset-preservation-wealth-tax-on-5-things-to-look-for-when-hiring-a-financial-dfecb05c6388

Meet Ernie Baillargeon, a licensed fiduciary and investment advisor representative at Asset Preservation Wealth & Tax! 💼

Ernie has more than 15 years of experience in the financial services industry. He has spent several years leading group training workshops on topics such as Social Security maximization, income strategies, customized wealth management, and life insurance.

Ernie is passionate about bringing clarity to his clients' financial futures, helping them reach their retirement goals through tax-efficient financial planning. He maintains the highest standard of service by always putting the needs of his clients first. 🤝

Ever heard the saying, "If you fail to plan, then you plan to fail"?

Have you built out a plan for your finances? Are you looking for advice on managing your money successfully? 💰

Financial planners are your trusted guides in wealth and asset management.

Achieving financial freedom and security doesn't secure just your future. It provides a strong foundation for your loved ones. Our financial advisors are committed to helping you take control of your finances.

These are some key areas of our wealth planning services!

Is Oregon a good place to retire? 🤔

Whether you seek outdoor adventures, cultural experiences, or a tranquil retreat, Oregon has great choices!

Not only does the state NOT tax Social Security benefits (which is an advantage for retirees), but it also provides tax exemptions for certain retirement incomes AND has lower property taxes than many states. However, it does impose a state income tax on other income types.

Swipe to see the best places to retire in Oregon. 👉

Where would you retire? Let us know in the comments!

Think you're paying too much in taxes? You probably are! 🤯

Tax season is a dreaded time for most people, but our team of experts and tax professionals can make it that much EASIER.

With our expertise in evolving tax codes and best practices, we'll help you understand your and incorporate into your personalized financial strategy.

Let us introduce you to Dan Murphy, one of Asset Preservation Wealth & Tax's licensed fiduciaries and investment advisors. ✨

Dan is a fiduciary with more than 10 years of experience in insurance and wealth management!

He holds his FINRA Series 65 as a licensed investment advisor. Dan's also licensed in several states to sell life, disability, and long-term care insurance.

Do you know how to roll over your retirement plan from a TSP to an IRA? 👀

Federal government jobs offer the Thrift Savings Plan (TSP) as a retirement savings plan. But what if you want to change your career?

Then it might be time to roll it over to an IRA!

A Roth IRA provides a broader range of investment options than a TSP and does not require minimum distributions. Since you make contributions with after-tax dollars, your savings are TAX-FREE when withdrawn in retirement. 🤑

Here are 2 ways you can roll over to an IRA!

Is your portfolio gaining or losing money? 📈📉

We can help you find out! Our team created a short survey to determine where your portfolio might be losing money.

A portfolio checkup ensures that your investments align with your goals, time frame, financial situation, and risk tolerance.

Take this 10-minute questionnaire to find out if you're on track 👇

Asset Preservation | Free Portfolio Review Get a free portfolio review with Asset Preservation - a team of renowned financial advisors in Phoenix, Arizona.

How well are you managing your money? 🤑

By managing your wealth and assets, you ensure your financial future is as secure and prosperous as possible.

While understanding the wealth management process can significantly impact your financial success, it can also be hard to navigate.

Wealth management involves devising a plan to grow and safeguard your assets. The good news? We break down the wealth planning process into clear, manageable steps.

Here are 6 easy steps to manage your money effectively (if you have the RIGHT financial advisor) 👇

It's time YOU planned for your long-term financial goals. 💸

Don't know where to start? It may be time to look to a financial advisor.

A knowledgeable financial advisor can help you:
• Optimize your investments
• Plan for retirement
• Manage debt

Our financial advisors provide expert guidance tailored to your goals. They offer strategies to maximize returns and keep you on the right track. 🎯

At Asset Preservation Wealth & Tax, our ultimate goal is to help you navigate complex decisions on the path toward long-term financial stability.

Let us introduce you to Asset Preservation Wealth & Tax's fearless leader, Stewart Willis! ✨

For more than 16 years, Stewart has led Asset Preservation Wealth & Tax as a president, partner, and high-net-worth financial advisor!

He also hosts The Asset Preservation Hour TV show, which empowers and educates those in or near retirement.

Do you have a good financial planner? 💰

A skilled financial advisor can help you sidestep unnecessary expenses and concentrate on achieving your goals.

Financial advisors aren’t only for the ultra wealthy. They’re valuable for ANYONE looking to manage their finances effectively and set long-term objectives.

Our team of dedicated advisors brings specialized experience to guide you toward your retirement goals. Explore these 7 service offerings from our top financial planners and advisors! 👇

I am extremely grateful for the opportunity to appear on Bloomberg for The Wealth Council tonight, Saturday Dec 9th at 6pm EST.

Having a financial professional guide you through the wealth building process is important, but how do you know if your advisor has your best interest in mind? Stewart goes over what to look for in a financial advisor in this week’s blog.

Evaluating Your Financial Advisor | Asset Preservation I’ve spent a lot of time in these blogs encouraging readers to get help from a financial advisor before making decisions about investing, retirement planning, tax planning and other money matters. But how do you know if your financial advisor is giving you good advice?

Looking to make a big purchase like a car or home but worried about the high-interest rates?

Our advisors are recommending to clients to hold off on making any sudden purchases unless it’s necessary. Interest rates are rising, and waiting could benefit you in the long run.

Want more advice? Call us!

We provide wealth management at every stage of our clients’ lives.

Our method: We use a comprehensive financial planning method to determine the best strategies for your money.

It’s fun to be frightened on Halloween, but some investment “wisdom” about the holiday is truly scary. Stewart has the hair-raising details in this week’s blog.

The Halloween Effect | Asset Preservation There’s a lot of “special” wisdom about investing you’re likely to hear from a variety of sources; one example is the Halloween Effect

At the Helping Hands for Single Moms event, CEO + Founder Stewart Willis’ mother, Helen was honored with the Single Mother Who Made a Difference award.

Our team is extremely grateful for the opportunity to sponsor this event. Thank you to all who attended and donated to this wonderful organization.

Our clients ask us new questions about their financial portfolios every day.

At Asset Preservation, our goal is to deliver the most accurate and honest advice possible.