Asset Preservation Wealth & Tax

Call Directions

Asset Preservation Wealth & Tax Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Asset Preservation Wealth & Tax, Financial planner, 4310 E Cotton Center Boulevard #120, Phoenix, AZ.

Your financial future deserves a plan. 📺Tune in to The Wealth Council on Fox Business as Willis and other financial pro...
10/16/2026

Your financial future deserves a plan. 📺

Tune in to The Wealth Council on Fox Business as Willis and other financial professionals discuss retirement income, tax planning, investing, and strategies designed to help you preserve your wealth.

Watch and gain practical insights for making more informed financial decisions.

Knowing which questions to ask a wealth manager can help you determine if they’re the right fit for you. 🔍The right ques...
10/15/2026

Knowing which questions to ask a wealth manager can help you determine if they’re the right fit for you. 🔍

The right questions can help you assess a wealth manager’s qualifications, communication style, transparency, and ability to support your financial goals.

In this article, we’ll explain:
• Identify what to look for in a wealth manager.
• Ask important questions about their services and approach.
• Recognize common red flags.
• Compare multiple advisors with confidence.

Taking time to evaluate potential wealth managers can help you make a more informed decision! ✅

Read the article to explore the questions to ask a wealth manager and learn when working with one may make sense for you. https://bit.ly/3UkQpcl

One question could shape the quality of your retirement planning:How can you find a fiduciary retirement planner who put...
10/13/2026

One question could shape the quality of your retirement planning:

How can you find a fiduciary retirement planner who puts your interests first? 🤔

We explain what it means to work with a retirement planner and why they can help you make more confident decisions about retirement income, investments, taxes, Social Security, and more.

Whether you’re preparing for retirement or you’re already retired, we offer practical insights and helpful questions to ask before hiring a fee-only financial planner. 💰

Explore the guide and learn how a fiduciary advisor can help you align your retirement goals. https://bit.ly/4i8XJkl

Want to build retirement income without committing a large lump sum upfront? 💰A flexible premium deferred annuity lets y...
10/09/2026

Want to build retirement income without committing a large lump sum upfront? 💰

A flexible premium deferred annuity lets you:
• Contribute over time.
• Grow savings tax-deferred.
• Delay income until you're ready.
• Create a more flexible retirement strategy.

Before choosing one, be sure to understand the fees, withdrawal rules, and available payout options.

Read more about how immediate vs. deferred annuities work and who they may be right for! 🔍 https://bit.ly/4yGJQzP

10/06/2026

How do market volatility, rising taxes, Roth conversions, and retirement income planning fit together? 📈

In this episode of The Wealth Council, our President Stewart Willis discusses how thoughtful planning may help retirees manage required minimum distributions and reduce future tax exposure. Willis also explains how to determine whether Roth conversions belong in a long-term financial strategy.

Watch the full video to learn more!

Retirement planning should be as unique as the life you’ve built.Watch our President Stewart Willis on The Wealth Counci...
10/05/2026

Retirement planning should be as unique as the life you’ve built.

Watch our President Stewart Willis on The Wealth Council as he joins experienced financial professionals to discuss decisions that can shape your financial future, including retirement income, taxes, Social Security, health care, and legacy planning. 📺

Tune in for practical insights designed to help you approach retirement with greater clarity and confidence.

Watch the latest episodes at WealthCouncilTV.com! 💰

Could you retire earlier than you think?The FIRE (Financial Independence, Retire Early) movement isn't just about leavin...
09/25/2026

Could you retire earlier than you think?

The FIRE (Financial Independence, Retire Early) movement isn't just about leaving the workforce early; it's about understanding your numbers and creating a plan that gives you more financial freedom. 🔥

Whether your goal is to retire at 45, 55, or simply to have the flexibility to choose when you stop working, knowing your annual spending, retirement income needs, and FIRE number can help you build a roadmap toward financial independence.

Retirement is about creating a strategy that supports the life you want to live. 📈

Learn how to calculate your FIRE number and start planning for your future: https://www.apsitaxes.com/blog/financial-independence-retire-early.

Could an immediate annuity help provide more confidence in retirement? 💰If you're looking for a predictable source of re...
09/24/2026

Could an immediate annuity help provide more confidence in retirement? 💰

If you're looking for a predictable source of retirement income, an immediate annuity may be worth considering. Converting a lump sum into regular payments can help create dependable cash flow and reduce some of the uncertainty that comes with market fluctuations.

Like any financial strategy, immediate annuities aren't a one-size-fits-all solution. Understanding how they work and where they fit within your overall retirement plan is key to making an informed decision. It may also be helpful to look into an immediate annuity calculator to learn more.

Discover more about immediate annuities and whether they’re a fit for your retirement goals: https://www.apsitaxes.com/blog/immediate-annuities

Don't wait until tax season to think about your taxes. 🗓️ The most tax-efficient investing strategies happen throughout ...
09/23/2026

Don't wait until tax season to think about your taxes. 🗓️

The most tax-efficient investing strategies happen throughout the year, not just when it's time to file your return.

Whether it's tax-loss harvesting, Roth conversions during market downturns, or coordinating your investments with your overall financial plan, small decisions made year-round can have a lasting impact.

Read the full article here: https://www.apsitaxes.com/blog/when-should-you-start-tax-planning

Is stagflation on the horizon? 🤔Stagflation is triggered by high inflation, slow economic growth, and rising unemploymen...
09/18/2026

Is stagflation on the horizon? 🤔

Stagflation is triggered by high inflation, slow economic growth, and rising unemployment all at once, causing one of the most challenging economic environments.

While no one can predict if or when it will happen, you can take steps now to strengthen your financial future:

✔️ Build an emergency fund.
✔️ Pay down high-interest or adjustable-rate debt.
✔️ Review your investment strategy.
✔️ Work with a financial professional to ensure your retirement plan is prepared for a variety of economic conditions.

Preparing for uncertainty means having a plan that helps you stay confident no matter what the economy brings.

Read more here: https://www.apsitaxes.com/blog/what-is-stagflation

Address

4310 E Cotton Center Boulevard #120
Phoenix, AZ
85040

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm

Telephone

+16024490146

Website

Alerts

Be the first to know and let us send you an email when Asset Preservation Wealth & Tax posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category