Thank you for considering Wealth Preservation Advisors and for giving me an opportunity to introduce myself and tell you more about our firm. Since 1973, I have followed a simple, yet effective, 4-step process to help families in two key areas: Retirement Income Planning and Long-Term Care Crisis/Asset Protection Planning.
While many firms attempt to be all things to all people, we have found that by focusing exclusively in these two areas, we are able to more confidently design plans that can help our clients manage their assets to last throughout retirement.
Whether you are interested in our retirement planning process or how to pay for long-term care for an aging parent, our process follows a comprehensive and strategic path:
• Clearly define and understand your planning needs and goals.
• Comprehensive analysis and evaluation of all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.
• Analysis of the facts and creation of a written, comprehensive plan in a language that you can understand.
• Implementation of plan: Unlike many plans that are only on paper and out of date three months later, our Income for Life plans live and breathe - and are made available online 24/7. The impact of the market fluctuations, inflation and healthcare costs on your portfolio can be seen immediately. Upon implementation of the plan, we carefully monitor it to ensure it meets expectations - and communicate the results on a regular basis through periodic reviews and quarterly performance reports.
On behalf of myself and our entire firm, we thank you for your interest and look forward to speaking with you. Please click here to contact us for more information, or to schedule an initial consultation.
Daniel R. Lewis, CLU, ChFC, LUTCF
© 2013 Wealth Preservation Advisors | 73-660 State Highway 111, Suite 6 | Palm Desert, California 92260 | 760-360-8922 | fax 760-406-4077 | email@example.com