about us

Building a Roadmap tailored to your financial goals

Strategic Asset Preservation, Inc. was founded with the goal of educating and empowering our clients as we lead them to a successful financial road map. Our specialty is to look at the whole picture when it comes to re-allocating and re-positioning retirement assets with regards to income planning, legacy planning, and growth.

We act as fiduciary for our clients. We put the best interests of our clients first before anything else. Each of our clients get a customized financial and investment plan that was developed based on their financial goals. These plans revolve around milestones in life that include retirement, business succession, and wealth transfer.

Communication is important in this industry, and we make sure that we contact our clients through email or phone on a regular basis. Not only that, we visit clients at least twice a year. If a personal visit is not possible, then we use web conferencing to update clients about their investments. Clients also have access to their accounts 24/7. They can also opt in for real-time monitoring and account alerts to ensure that their retirement plan is on the right track.

Begin your journey

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Our mission is to make sure that our clients don’t outlive their income. With the use of a retirement projecting software, we can create a customized retirement plan that is efficient, flexible, and with little-to-no upkeep.

Our list of clients are business owners and professionals who are mostly retired or within ten years of retirement. They are conservative investors that don’t want to take risks. Instead, they prioritize safe investments that will play dividends in the long run. Most of our clients are successful members of society who are family-oriented and involved with the community.

about Our Founder

angelica roxas

Angelica Roxas is an astute professional that has worked as an Investment Advisor Representative. She is also certified in Social Security Claiming Strategies and specializes in
coordinating social security and retirement income benefits for Baby Boomers. Angelica is the Founder and President of the Cancer Foundation, Halo of Hope and South Bay Tax Solutions. Angelica shows a lot of her dedicated passion by being an active chairperson of Making Stride Against Breast Cancer Walk. She has written a social security article that was published on Forbes.com entitled, “5 Things You Should Know About Social Security and Retirement”. She holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – National Social Security Advisor.

She integrates all areas of financial planning which includes tax planning strategies, insurance and legacy planning, retirement planning and other financial leverage channels to help her clients achieve their financial goals.

She has held several securities and insurance licenses for over 18 years, and she specializes in working with various classes of individuals. She works with business owners, baby boomers, people who are retiring, retirees and those who want to protect their retirement savings and maintain their financial standards for very long seasons. She started a company in the financial services sector in 2002 and has remained a major player in the industry over the years. Angelica has taken Financial Planning courses at UCLA extension.

She has also served as an Honorary Co-Chairman of the Business Advisory Council. Her work purview had her participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. She has been recognized in the Wall Street Journal for her leadership role.

Angelica is passionate about delivering value to her clients. The combination of her wit, charisma and leadership style has seen her successfully oversee numerous Retirement Income Planning, Wealth Preservation, Legacy Planning and other financial planning projects with huge success. Her wealth of knowledge has continued to create the right solutions for pre-retirees, retirees and everyone who steps into her world.

Get In Touch

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3655 Torrance Blvd, 3rd floor
Torrance, CA 90503
info@preserveassetsnow.com
(424) 247-1120
Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor. Optivise and Strategic Asset Preservation, Inc. are independent of one another.

Licenses:

0M34196- Strategic Asset Preservation, Inc.
0D16189 -Angelica Roxas