Retirement planning services
The team at Strategic Asset Preservation has years of experience in working with small and medium-sized businesses in developing and managing corporate retirement plans. We design the retirement plans to assist employers in lowering their fiduciary liabilities and plan costs, and at the same time increase participation of the employees. We provide customized retirement solutions by working with trusted partners that will help in the planning and administration of the retirement plan assets.
We also provide investment management services that are designed to optimize the returns of our clients and at the same time lower the risks involved. We take pride in ensuring that all the transactions are 100 percent transparent. The allocation for each client is personalized based on one’s goals, tax status of the accounts, and risk adversity. We make sure that there are consistent investment returns while protecting clients from market losses.
We also specialize with investors who have portfolios higher than $250,000 and want to have a consistent investment results during their retirement years. Our goal is to create a plan that will combine the current income and future growth to have a stable source of income during one’s retirement age.
Our team will be happy to work with clients to determine their goals, and at the same time analyze the present financial assets. Then we can develop a long-term plan to make sure that there’s a desirable outcome. We also work with our clients’ existing legal and tax counsels to come up with a common goal for their best interests. We are able to show how to come up with a way to lower the taxes up to 45 percent, and at the same time develop the best retirement plans based on the current financial status. This is done with the help of our proprietary software that identifies local, state and federal tax incentives that you might be qualified for.
Investment Advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser