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