Preservation Financial Group, LLC

CONNECT

Address:

208 Sunset Drive, Suite 113
Johnson City, TN 37604

Phone:

423-952-0861

Fax/Other:

423-631-0179

Our Services

Retirement Strategies

If you're like most Americans, you're concerned about retirement.

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using a variety of financial vehicles to help solidify your retirement strategy with valuable protection and guarantees.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 
 

  • Tax Management

  • Investment Management

  • Retirement Income Strategies 

  • Estate Conservation

  • Insurance and Annuity Products

  • Unique Coverage Opportunities through Lloyd's of London

Fixed Annuities1
Are any of your retirement savings protected from the volatility of the stock market? We can help you discover accumulation and various income options with 100% guarantee of your principle against market volatility.

 

Life Insurance2
You're probably familiar with life insurance, and the importance of the death benefit that it provides. If you pass away during retirement, the death benefit can be used to help fund your spouse's retirement goals, help replace lost social security income, or other needs. Of course, it can also be used if you pass away prior to retirement.  You might not be familiar with the potential benefits that a cash value life insurance policy can provide during your lifetime. Learn how life insurance can be beneficial to your overall plans.

 

1Fixed Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for your beneficiaries. 

2Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting.  For information on how life insurance works, including fees and expenses, please contact our office. 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.


Social Security Exploration

 

Today, 90% of Americans age 65 and older receive Social Security income benefits.  Will your Social Security benefits be enough in retirement?

Bridge the gap in your retirement strategy. We can help:

Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

Explore strategies that may enhance the benefits available to married couples.

Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

1Social Security Administration: Social Security Basic Facts, October 13, 2015
Please note that GP Creative and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. GP Creative may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.


Legacy Planning Concepts

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 It could be that values and life lessons are top on someone's list. While someone else may rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck