Helping Retirees Throughout Cleveland
Start Preparing Today With Our Retirement Ready Toolkit
Discover comprehensive strategies used by hundreds of retirees to help protect their financial future, minimize tax burdens,
and leave a lasting legacy.
Watch Retirement Ready TV Saturdays at 10:30 a.m. on
What's Inside Your Retirement Ready Toolkit
Our comprehensive toolkit provides you with the resources needed to help you navigate retirement with confidence.
Asset Protection
Strategies to help protect your hard-earned retirement assets from market volatility and unexpected events.
Income Optimization
Create a plan to maximize your retirement income streams to help ensure consistent cash flow throughout your golden years.
Tax Minimization
Smart tax optimization strategies designed to help keep more of your money and minimize unnecessary tax burdens.
Legacy Planning
Ensure your wealth transfers efficiently to your loved ones according to your wishes.
Risk Assessment
Comprehensive evaluation of your portfolio to identify and mitigate potential risks to your retirement.
Retirement Roadmap
Custom-tailored plan that guides you through each phase of retirement with confidence.
Limited Time Offer
Get Your FREE Retirement Ready Toolkit Today!
Take the first step toward your retirement future. Fill out the form to receive your comprehensive toolkit that retirees in Cleveland have been using as a resource to get
Retirement Ready.
What You'll Receive:
Comprehensive retirement planning guide
Tax minimization strategies
Legacy planning checklist
Investment risk assessment tools
Retirement Ready Review with Tim & Laura
Social Security optimization tips
NO OBLIGATION
Requesting your toolkit comes with absolutely no obligation. We believe in informing first and letting you make the right decision for your future.
Request Your Free Toolkit
Frequently Asked Questions
Get answers to common questions about our Retirement Ready Toolkit and services.
What's included in the Retirement Ready Toolkit?
Our comprehensive toolkit includes retirement planning guides, tax minimization strategies, a Social Security optimization calculator, legacy planning checklists, investment risk assessment tools, and a one-on-one consultation with our retirement specialists.
Is there a cost for the toolkit?
The Retirement Ready Toolkit is completely free. We provide this as a service to help inform people on the importance of proper retirement planning. There is absolutely no obligation when requesting the toolkit.
How soon will I receive my toolkit after signing up?
You'll receive digital components of your toolkit immediately via email. Physical components will be mailed within 1-2 business days. Additionally, our team will reach out to schedule your complimentary consultation.
Do I need to be near retirement to benefit from the toolkit?
While the toolkit is especially valuable for those within 10 years of retirement, the strategies and planning tools can benefit anyone looking to optimize their retirement planning. The earlier you start, the more options you have available.
What areas does Preservation Retirement Services serve?
We primarily serve the Greater Cleveland area and Northeast Ohio, including Cuyahoga, Lake, Geauga, Summit, and Lorain counties. However, our retirement resources are available to anyone, and we can provide virtual consultations for those outside our immediate service area.
How is Preservation Retirement Services different from other financial advisors?
We specialize exclusively in retirement planning with a focus on income stability, tax minimization, and asset preservation. Our comprehensive approach integrates all aspects of retirement planning, whereas other advisors may focus primarily on investments. Additionally, we host the popular 'Retirement Ready TV' show, demonstrating our commitment to providing retirement information.
Specialized retirement planning focused on income stability, tax minimization, and asset preservation.
Get Retirement Ready.
West Side Office
Millennium Place East
25111 Country Club Boulevard
Suite 230
North Olmsted, OH 44070
East Side Office
One Chagrin Highlands
2000 Auburn Drive Suite 200
Beachwood, OH 44122
Tim & Laura Schultz
Preservation Retirement Services
Investment Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. Preservation Retirement Services and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. The insurance products offered by Preservation Retirement Services are not subject to Investment Advisor requirements. The Retirement Protection Plan is our proprietary process name and it does not promise or guarantee investment results or preservation of principal.
CreativeOne Wealth is not affiliated with Schultz Family Enterprises and Preservation Retirement Services. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
ARE-14706 24233
