As Featured On Fox 8 - Retirement Ready TV
Is Your Retirement Plan Truly Ready?
Our comprehensive Retirement Ready Review gives you a thorough second opinion on your retirement strategy to help ensure financial stability and confidence for the future.
For individuals with $500K-$5M in retirement savings
Get Retirement Ready
The Retirement Ready Review
A comprehensive analysis of your current retirement strategy designed to identify gaps, opportunities, and help ensure you're on track for the retirement you desire.
Do Any Of These Concerns Sound Familiar?
Uncertainty if your savings will last throughout retirement
Concerns about rising healthcare costs or long-term care needs
Wondering if you're optimizing your Social Security benefits
Uncertainty about how taxes will impact your retirement income
Worried about market volatility affecting your savings
Lack of confidence in your current investment strategy
You're not alone.
Many individuals approaching retirement have these concerns, even those with substantial savings. The good news is that a well-structured retirement plan can address each of these uncertainties.
Our Comprehensive Assessment Includes:
Income Planning
Creating reliable income streams that will last throughout retirement
Tax Optimization
Strategies to potentially minimize taxes and maximize retirement income
Social Security Maximization
Timing strategies to get the most from your benefits
Investment Analysis
Review of your portfolio for proper risk alignment and growth potential
Healthcare Planning
Addressing Medicare and long-term care considerations
Estate Planning Review
Ensuring your legacy wishes are properly structured
No Cost, No Obligation
Your initial consultation is complimentary and comes with no pressure or obligations.
As Seen On Fox 8
Watch
Retirement Ready TV
Tune in every Saturday morning to learn valuable retirement planning strategies from Tim and Laura, the same professionals who will conduct your Retirement Ready Review.
Every Saturday
10:30 AM
Topics We Cover:
- Social Security maximization strategies
- Tax-efficient withdrawal strategies
- Healthcare and Medicare planning
- Market volatility protection
- Estate planning essentials
The same insights from our TV show are available to you through a personalized Retirement Ready Review and Roadmap.
Benefits of a Retirement Ready Review
Get Your Personalized Retirement Ready Roadmap
Through our
Retirement Ready Review
process, you'll receive a
Retirement Ready Roadmap
to help you identify opportunities and avoid costly mistakes that could impact your retirement years.
Protection From Mistakes
Identify and correct potential errors in your current plan that could cost you in retirement.
Optimization Strategies
Discover opportunities to enhance your retirement income and minimize unnecessary taxes and fees.
Confidence
Gain confidence knowing your retirement strategy has been professionally reviewed and optimized.
Professional Insights
Benefit from our team's specialized knowledge in retirement planning and wealth preservation.
Time-Tested Approach
Our methodology has helped hundreds of retirees protect their financial future with confidence.
Value Preservation
Strategies designed to protect your hard-earned assets from market volatility and inflation.
Get Started Today
Schedule Your Retirement Ready Review
Take the first step toward obtaining your ideal retirement. Fill out the form below, and we'll reach out to schedule your complimentary consultation.
Retirement Ready Review Request
We will get back to you as soon as possible.
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Terms & Conditions
By submitting this form, you agree to our privacy policy and consent to be contacted regarding retirement services.
Appointments available: Monday-Friday, 9am-5pm EST
Your information is kept confidential and will only be used to schedule your Retirement Ready Review.
There is no cost or obligation for this initial consultation.
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).
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