Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

While most financial service firms attempt to be everything to everyone, Estate Preservation Advisors focuses exclusively on the needs of retirees age 50 and over and their specific financial problems and opportunities.

Estate Preservation Advisors is a company designed to assess a retiree's current financial situation and focus a long-term plan of growth with safety that reaches the individual goals of the client.

Estate Planning  -  How to set-up and administer your estate using a trust or will, to ensure that your desired beneficiaries are provided for and to expedite the settlement of your estate when you pass away. Proper planning can avoid or minimize estate taxes.

Retirement Income Planning - Learn about strategies designed to allocate investments to reach desired income levels while avoiding Social Security and IRA taxation.

Annuities - Understand what annuities are and how they work. It is essential to protecting and growing your hard-earned savings. Annuities are a powerful vehicle, enabling you to grow your money tax deferred.

Life Insurance Planning - Insurance reviews and 1035 enhancements.

Long-Term Care Planning - How to avoid 'spending down' your assets to receive Long-Term Care.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.