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.

🎂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!

When financial pressure hits, many Americans consider tapping into their 401(k) early. But doing so can come with seriou...
04/07/2026

When financial pressure hits, many Americans consider tapping into their 401(k) early. But doing so can come with serious long-term consequences.

Our own Laura Schultz recently spoke with ABC News Ch5 about why early withdrawals can be risky—and what better options may be available.

Before making a decision that could impact your retirement future, make sure you understand the full picture. If you have questions we are just a phone call away! (440)345-6900

An engaged crowd in NE Ohio! 👏Tim Schultz of Preservation Retirement Services brought insight, clarity, and real strateg...
02/26/2026

An engaged crowd in NE Ohio! 👏

Tim Schultz of Preservation Retirement Services brought insight, clarity, and real strategies to our latest Retirement Ready dinner seminar.

We tackled big questions like:
✔️ How long will your money last?
✔️ How do you properly plan for retirement income?
✔️ What does the OBBB mean for your portfolio?
✔️ Social Security — timing truly is everything.

The conversations were thoughtful, the engagement was incredible, and the education was empowering.

Want to join us at the next event? Message us for details!

🎉We’re excited to announce that we recently moved to a new corporate office in Fairview Park! 🎉We are now located at 227...
02/13/2026

🎉We’re excited to announce that we recently moved to a new corporate office in Fairview Park!
🎉We are now located at 22710 Fairview Center Drive, Fairview Park 44126, just off of 480 at the Clague Rd exit.
🎉We were thrilled to have Mayor of Fairview Park, Bill Schneider, and so many of our wonderful clients join us for our official ribbon cutting at the end of January!
🎉As part of our continued growth, we recently purchased a 7,000 square foot building to serve as our new corporate headquarters — a meaningful investment in the future of our firm and the clients we serve.
🎉This new space will allow us to continue delivering the personalized retirement planning services our clients have come to expect, with even more convenience and comfort.
🎉Our mission has always been simple: put our clients first. This move helps us do just that with improved facilities, upgraded technology and space to grow our team to better support your journey through retirement.
🎉Pardon our dust as we transition. Please disregard all reference to our North Olmsted office. We are no longer associated with that space. We hope to have our new address corrected on all marketing material swiftly but know this will take time. We appreciate your grace in this transition.
🎉We look forward to seeing you at our new office!

Wishing a very happy birthday (week) to our incredible Director of First Impressions, Jen! We started the week off right...
11/20/2025

Wishing a very happy birthday (week) to our incredible Director of First Impressions, Jen! We started the week off right, spoiling her a bit! If you see her say Hello and Happy Birthday!!!

We had a wonderful evening at Delmonico’s for our recent Retirement Planning Dinner Seminar!Couples joined us for great ...
11/12/2025

We had a wonderful evening at Delmonico’s for our recent Retirement Planning Dinner Seminar!

Couples joined us for great food, meaningful conversations, and valuable insights on:
💰 Building reliable income in retirement
💑 Planning for a secure future together
🏡 Creating and protecting a lasting legacy

Thank you to everyone who attended and made the night such a success!
Stay tuned for our next event — we can’t wait to see you there. 💼

👻🎃Happy Halloween from our crew to yours! We hope you all had a Halloween filled with more treats than tricks! 🎃👻
11/03/2025

👻🎃Happy Halloween from our crew to yours! We hope you all had a Halloween filled with more treats than tricks! 🎃👻

🙌 Laura from Preservation Retirement Services had the pleasure of hosting another Women Get Retirement Ready dinner semi...
10/30/2025

🙌 Laura from Preservation Retirement Services had the pleasure of hosting another Women Get Retirement Ready dinner seminar at Cooper’s Hawk in Avon — and what an incredible night it was! Not only did we hit 100% attendance but the room was a buzz with incredible women ready to ask the hard questions

📱I was overjoyed to receive a rave review via text from one of our guests and it’s easy to see why. The energy in the room was all about empowered women, taking control of their futures, and learning that retirement planning isn’t just about money — it’s about ownership, family, and building a future you control. 💪

​📈Laura is the premier advisor in Northeast Ohio presenting on retirement strategies designed specifically around the unique hurdles women face — including longevity, divorce or widowhood, and the wage gap.

➡️So here’s the question: What are you doing today to get there? We’re here awaiting your call!

🔨 We’re growing — for YOU! 🏢Just like building a solid retirement, our new office build-out is all about laying the righ...
10/21/2025

🔨 We’re growing — for YOU! 🏢

Just like building a solid retirement, our new office build-out is all about laying the right foundation.

We’re expanding to deliver even better, full-service retirement planning — because you deserve a team and a space built for your future.

➡️ More room.
➡️ More resources.
➡️ Same commitment to your goals.

Building our office. Building your retirement. Let’s grow together.

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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