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.
You'll walk away with a personalized Retirement Ready Roadmap designed to help:
- Pinpoint hidden risks and gaps that could disrupt your retirement.
- Show you how to turn your savings into reliable retirement income.
- Ensure your portfolio matches your goals and risk tolerance.
- Coordinate Social Security, withdrawals and RMDs to help confirm you don't overpay in taxes.
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 comes with no pressure or obligations.
As Seen On Fox 8
Watch
Retirement Ready TV
Tune in to learn valuable retirement planning strategies from Tim and Laura, the same professionals who will conduct your Retirement Ready Review.
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.
At Preservation Retirement Services, we believe a confident retirement starts with a clear plan. Through our time-tested process, our step-by-step approach is designed to address risks, optimize taxes, allocate assets, and provide efficient income distribution, to help you retire with clarity and confidence.
Get Your Retirement Ready Roadmap
Your Dream Retirement
Your Roadmap
Confidence & Stability
With our Retirement Ready Roadmap, there’s no more staring at a stack of statements wondering if your retirement is on track. We designed our Retirement Ready Roadmap with our clients in mind. It’s a written retirement plan that’s simple, understandable, and in plain English so you can understand exactly how to reach your goals in retirement.
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 no-cost consultation.
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).
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.
ARE-14706 24233
