Preservation Retirement Services

Preservation Retirement Services A family-owned, independent retirement planning company dedicated to helping our clients. The result: Our Retirement Protection Plan.

Tim and Laura Schultz are a husband and wife retirement planning team who love helping clients achieve their dream retirement. A successful retirement doesn't just happen by accident, and it's never one-size-fits all. Here at Preservation Retirement Services, we want to take the confusion and worry out of planning for your retirement. Our Dream Retirement Planning Process will help you identify yo

ur goals and dreams for retirement. We then develop and implement strategies to make those dreams a reality. We'll also help you to prepare for potential challenges, like rising health care costs, future tax liabilities, and inflation. As part of your team, we'll check in regularly, be there every step of the way to monitor your progress, and we'll help you make any necessary changes to the plan if need be. Our goal at Preservation Retirement Services is to free you from worrying about your money in retirement, giving you more time to spend on the things that really matter to you and bring you joy--whether that's traveling the globe, spending time with grandchildren, or devoting time to your hobbies or favorite causes. Let our family preserve your dream retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Preservation Retirement Services. Preservation Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. 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.

08/26/2026

We're proud to share that Laura Shultz was recently featured on Spectrum News, offering expert insight into the costs of raising a child and practical strategies for family budgeting.
Watch the full segment to learn more!

History in the making here at Preservation Retirement Services! Our first-ever educational class, Medicare 101 with Debo...
08/19/2026

History in the making here at Preservation Retirement Services!
Our first-ever educational class, Medicare 101 with Deborah Boop, took place at our Fairview Park corporate office. Of course, our Chief Comfort Officer Rosie made an appearance too - a little begging, a lot of treats - she stole the show with our clients!

We hold monthly classes here. If you'd like to join us at a future educational event, reach out to Charli at:
📞440-340-1000

Some of the best financial conversations happen over dinner. This week Laura hosted a complimentary Women's Only dinner ...
08/14/2026

Some of the best financial conversations happen over dinner.

This week Laura hosted a complimentary Women's Only dinner seminar at Delmonico's, walking a room of engaged women through the 5 Worlds of Retirement Planning and helping them write their Living the Dream Retirement Plan!

Proof that planning for your future can be both empowering and enjoyable.





Preservation Retirement Services is an independent financial service firm . Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives.

Thank you! You truly outdid yourselves this year! Your generous donations are an investment in our children as well as o...
08/10/2026

Thank you! You truly outdid yourselves this year! Your generous donations are an investment in our children as well as our shared future.
Thank you for making this drive a success, and we can't wait to join Volunteers of America for Operation Backpack again next year! 🎒



Preservation Retirement Services is an independent financial service firm . Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives

07/27/2026

Our PRS community is showing up for local kids!

A huge thank you to our incredible clients who've already donated to VOA's Operation Backpack! 🎒
There's still time to help a local child start the school year with confidence — we're collecting school supplies on VOA's behalf through August 4th.

Stop by our office Monday–Friday, 9 AM–4 PM, at 22710 Fairview Center Drive, Fairview Park, OH 44126. Every notebook and pencil makes a difference!



Preservation Retirement Services is an independent financial service firm . Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives

Retirement planning is bigger than investments & returns. This week, Laura led two Women & Wealth sessions at Tri-C in W...
07/24/2026

Retirement planning is bigger than investments & returns.

This week, Laura led two Women & Wealth sessions at Tri-C in Westlake, walking a room full of sharp, curious women through the 5 Worlds of Retirement Planning.

Great questions, great energy — this is why we do this work.



Preservation Retirement Services is an independent financial service firm . Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives.

At Preservation Retirement Services we know the greatest investment you'll ever make is in a child's future.We're proud ...
07/07/2026

At Preservation Retirement Services we know the greatest investment you'll ever make is in a child's future.

We're proud to support VOA's Operation Backpack, helping local children start the school year with the tools and confidence they need to succeed. Every backpack represents opportunity, hope, and a brighter tomorrow.

As we help families plan for their financial futures, we're equally committed to investing in the next generation. Because we know strong communities are built one child, one family, and one act of generosity at a time.

Join us in supporting VOA's Operation Backpack and help make a difference for students, teachers and families in our community. 🎒📚💙

Laura continues to educate the women of Northeast Ohio at Veranda Bistro Monday evening in Avon on getting Retirement Re...
07/01/2026

Laura continues to educate the women of Northeast Ohio at Veranda Bistro Monday evening in Avon on getting Retirement Ready! ✔️

It was another full house as Laura walked guests through the 5 worlds of Retirement.

Want to learn more? Call Jen to set up a free 15-minute "ask anything" session with Laura!

📞 440-345-6900



Preservation Retirement Services is an independent financial service firm . Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives.

🎂Celebrating Connor the best way we know how — with laughs, friendly competition, and a few mini-golf bragging rights! ⛳...
04/22/2026

🎂Celebrating Connor the best way we know how — with laughs, friendly competition, and a few mini-golf bragging rights! ⛳🎉

Our team had a great time celebrating his birthday at Birdietown Indoor Golf. Good swings, great company, and plenty of reasons to celebrate. We are so happy to have Connor on our team!

Happy Birthday, Connor! Here’s to another year of success, good times, and maybe a few more hole-in-ones.

Our team was proud to come together to support the Juju Dino Dash, honoring the memory of Julian Wood. 💚🦖Today wasn’t ab...
04/22/2026

Our team was proud to come together to support the Juju Dino Dash, honoring the memory of Julian Wood. 💚🦖

Today wasn’t about pace or finish times — it was about community, compassion, and standing together for a family and a cause that reminds us how precious every moment is. Our team showed up to walk together in support and loving memory of a beautiful life taken far too soon.

We’re grateful to be part of a community that rallies together with love and purpose.

Walking for Julian. Walking for kindness. Walking together in this wonderful community.

Let us know if you were there too!

Address

22710 Fairview Center Drive
Fairview Park, OH
44126

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14403456900

Website

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