Preservation 1st Financial Group, LLC

Preservation 1st Financial Group, LLC Please like our page to receive important information that can help you reach your financial goals. Securities offered through J.W.
(1)

Cole Financial
Advisory Services offered through Jonathan Roberts Advisory Group
Preservation 1st Financial Group, LLC and JWC/JRAG are unaffiliated companies.

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auto insurance, homeownerโ€™s insurance, life insurance, business insurance

๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐๐งโ€™๐ญ ๐Ÿ๐ž๐ž๐ฅ ๐ซ๐ฎ๐ฌ๐ก๐ž๐ ๐จ๐ซ ๐ฎ๐ง๐œ๐ฅ๐ž๐š๐ซ.The focus should always be on education, transparency, and building...
06/07/2026

๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐๐งโ€™๐ญ ๐Ÿ๐ž๐ž๐ฅ ๐ซ๐ฎ๐ฌ๐ก๐ž๐ ๐จ๐ซ ๐ฎ๐ง๐œ๐ฅ๐ž๐š๐ซ.
The focus should always be on education, transparency, and building a strategy that aligns with your long-term goals.

When you understand your plan, you make better decisions.

Letโ€™s talk about your retirement goals. Schedule an appointment at https://bit.ly/CBeiter_Consult or call us at (813) 627-0872

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐š๐ง๐ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐๐จ๐ž๐ฌ๐งโ€™๐ญ ๐ก๐š๐ฏ๐ž ๐ญ๐จ ๐Ÿ๐ž๐ž๐ฅ ๐จ๐ฏ๐ž๐ซ๐ฐ๐ก๐ž๐ฅ๐ฆ๐ข๐ง๐ .Join us for an upcoming Estate & Retirement Planning Si...
06/05/2026

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐š๐ง๐ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐๐จ๐ž๐ฌ๐งโ€™๐ญ ๐ก๐š๐ฏ๐ž ๐ญ๐จ ๐Ÿ๐ž๐ž๐ฅ ๐จ๐ฏ๐ž๐ซ๐ฐ๐ก๐ž๐ฅ๐ฆ๐ข๐ง๐ .

Join us for an upcoming Estate & Retirement Planning Simplified workshop where weโ€™ll break down practical strategies to help protect your assets, reduce unnecessary delays, and create a plan for the people and causes you care about most.

๐Ÿ“… Multiple June and July dates available
๐Ÿ•™ 10:00 AM & 6:00 PM sessions
๐Ÿ“ Various locations across the Tampa Bay area

Seats are limited โ€” register to join.

Hereโ€™s what sets us apart. Visit us at https://www.preservation1st.com/

๐Œ๐ข๐-๐ฒ๐ž๐š๐ซ ๐ข๐ฌ ๐š ๐ง๐š๐ญ๐ฎ๐ซ๐š๐ฅ ๐œ๐ก๐ž๐œ๐ค๐ฉ๐จ๐ข๐ง๐ญ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ.Have your goals shifted? Has your situation changed?A quick...
05/28/2026

๐Œ๐ข๐-๐ฒ๐ž๐š๐ซ ๐ข๐ฌ ๐š ๐ง๐š๐ญ๐ฎ๐ซ๐š๐ฅ ๐œ๐ก๐ž๐œ๐ค๐ฉ๐จ๐ข๐ง๐ญ ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ.
Have your goals shifted? Has your situation changed?

A quick review now can help ensure your plan is still aligned and working the way it should.

Letโ€™s craft a plan that fits your life. Visit us at https://www.preservation1st.com/contact_us/ or call (813) 627-0872

05/26/2026

๐–๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐š ๐ญ๐š๐ฑ-๐š๐ฐ๐š๐ซ๐ž ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ, ๐š ๐ฌ๐ข๐ ๐ง๐ข๐Ÿ๐ข๐œ๐š๐ง๐ญ ๐ฉ๐จ๐ซ๐ญ๐ข๐จ๐ง ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐œ๐š๐ง ๐›๐ž ๐ซ๐ž๐๐ฎ๐œ๐ž๐ ๐›๐ž๐Ÿ๐จ๐ซ๐ž ๐ข๐ญ ๐ซ๐ž๐š๐œ๐ก๐ž๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐ก๐ž๐ข๐ซ๐ฌ.
Thoughtful planning helps ensure your wealth is transferred efficiently and intentionally.

The goal isnโ€™t just to leave a legacy itโ€™s to preserve its impact.

Learn what fits your legacy goals. Visit us https://www.preservation1st.com/

๐‹๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฌ๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ ๐ข๐ฌ ๐ซ๐š๐ซ๐ž๐ฅ๐ฒ ๐๐ซ๐ข๐ฏ๐ž๐ง ๐›๐ฒ ๐ช๐ฎ๐ข๐œ๐ค ๐ฐ๐ข๐ง๐ฌ.Itโ€™s built through consistent, intentional decision-making ov...
05/23/2026

๐‹๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฌ๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ ๐ข๐ฌ ๐ซ๐š๐ซ๐ž๐ฅ๐ฒ ๐๐ซ๐ข๐ฏ๐ž๐ง ๐›๐ฒ ๐ช๐ฎ๐ข๐œ๐ค ๐ฐ๐ข๐ง๐ฌ.
Itโ€™s built through consistent, intentional decision-making over time.

Focusing on strategy, discipline, and perspective can make a meaningful difference in outcomes.

Register for our next workshop. https://www.yoursvp.com/6de4de35-e6c0-40a9-9dfa-8c43f943d447

05/21/2026

๐–๐ข๐ฅ๐ฅ๐ฌ ๐š๐ง๐ ๐ญ๐ซ๐ฎ๐ฌ๐ญ๐ฌ ๐š๐ซ๐ž ๐จ๐Ÿ๐ญ๐ž๐ง ๐ฏ๐ข๐ž๐ฐ๐ž๐ ๐š๐ฌ ๐ข๐ง๐ญ๐ž๐ซ๐œ๐ก๐š๐ง๐ ๐ž๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ญ๐ก๐ž๐ฒ ๐ฌ๐ž๐ซ๐ฏ๐ž ๐๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐ญ ๐ซ๐จ๐ฅ๐ž๐ฌ.

A will outlines your wishes, while a trust can help manage how and when assets are distributed โ€” often avoiding probate.

Understanding the difference allows for more intentional planning.

Wishing you clarity and peace of mind. Visit us at https://www.preservation1st.com/ or call (813) 627-0872

๐“๐ก๐ž๐ซ๐žโ€™๐ฌ ๐ง๐จ ๐ฌ๐ก๐จ๐ซ๐ญ๐š๐ ๐ž ๐จ๐Ÿ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐๐ฏ๐ข๐œ๐ž ๐š๐ฏ๐š๐ข๐ฅ๐š๐›๐ฅ๐ž ๐›๐ฎ๐ญ ๐ง๐จ๐ญ ๐š๐ฅ๐ฅ ๐จ๐Ÿ ๐ข๐ญ ๐ข๐ฌ ๐š๐ฅ๐ข๐ ๐ง๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐›๐ž๐ฌ๐ญ ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ๐ฌ. My approach is ...
05/19/2026

๐“๐ก๐ž๐ซ๐žโ€™๐ฌ ๐ง๐จ ๐ฌ๐ก๐จ๐ซ๐ญ๐š๐ ๐ž ๐จ๐Ÿ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐๐ฏ๐ข๐œ๐ž ๐š๐ฏ๐š๐ข๐ฅ๐š๐›๐ฅ๐ž ๐›๐ฎ๐ญ ๐ง๐จ๐ญ ๐š๐ฅ๐ฅ ๐จ๐Ÿ ๐ข๐ญ ๐ข๐ฌ ๐š๐ฅ๐ข๐ ๐ง๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐›๐ž๐ฌ๐ญ ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ๐ฌ.

My approach is rooted in education, transparency, and long-term thinking, so clients can make decisions with clarity and confidence.

Because when it comes to your financial future, trust and understanding should come first.

Letโ€™s talk about your retirement goals. Schedule an appointment at https://bit.ly/CBeiter_Consult or call us at (813) 627-0872

๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐š ๐ ๐ซ๐ž๐š๐ญ ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง ๐š๐ง๐ ๐จ๐ง๐ž ๐ญ๐ก๐š๐ญ ๐œ๐จ๐ฆ๐ž๐ฌ ๐ฎ๐ฉ ๐จ๐Ÿ๐ญ๐ž๐ง.While joint ownership and beneficiary designations can help assets ...
05/17/2026

๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐š ๐ ๐ซ๐ž๐š๐ญ ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง ๐š๐ง๐ ๐จ๐ง๐ž ๐ญ๐ก๐š๐ญ ๐œ๐จ๐ฆ๐ž๐ฌ ๐ฎ๐ฉ ๐จ๐Ÿ๐ญ๐ž๐ง.

While joint ownership and beneficiary designations can help assets transfer more easily, they donโ€™t replace a comprehensive estate plan. They donโ€™t address things like control, tax strategy, contingencies, or what happens if beneficiaries are unable to receive assets.

A complete plan ensures all the pieces work together not just individually.

Have questions? Letโ€™s clear them up. Visit us at https://www.preservation1st.com/contact_us/ or call (813) 627-0872

๐‘๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ ๐Œ๐ข๐ง๐ข๐ฆ๐ฎ๐ฆ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ซ๐ž ๐จ๐Ÿ๐ญ๐ž๐ง ๐ญ๐ซ๐ž๐š๐ญ๐ž๐ ๐š๐ฌ ๐š ๐ซ๐จ๐ฎ๐ญ๐ข๐ง๐ž ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐›๐ฎ๐ญ ๐ญ๐ก๐ž๐ฒโ€™๐ซ๐ž ๐š๐ง ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐จ๐ฏ๐ž๐ซ๐š๐ฅ๐ฅ ...
05/15/2026

๐‘๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ ๐Œ๐ข๐ง๐ข๐ฆ๐ฎ๐ฆ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ซ๐ž ๐จ๐Ÿ๐ญ๐ž๐ง ๐ญ๐ซ๐ž๐š๐ญ๐ž๐ ๐š๐ฌ ๐š ๐ซ๐จ๐ฎ๐ญ๐ข๐ง๐ž ๐ซ๐ž๐ช๐ฎ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐›๐ฎ๐ญ ๐ญ๐ก๐ž๐ฒโ€™๐ซ๐ž ๐š๐ง ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐จ๐ฏ๐ž๐ซ๐š๐ฅ๐ฅ ๐ญ๐š๐ฑ ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ฒ.
Handled properly, they can be aligned with your broader financial plan.

Handled incorrectly, they can result in unnecessary penalties and missed opportunities.

Get to know your local advisor. Visit https://www.preservation1st.com/contact_us/ or Schedule an appointment https://bit.ly/CBeiter_Consult

๐‘๐ž๐š๐œ๐ก๐ข๐ง๐  ๐š ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ ๐จ๐š๐ฅ ๐ข๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐ž๐ช๐ฎ๐š๐ญ๐ข๐จ๐ง.How you generate income, manage taxes, and plan for longevity ultim...
05/14/2026

๐‘๐ž๐š๐œ๐ก๐ข๐ง๐  ๐š ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐ ๐จ๐š๐ฅ ๐ข๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐ฉ๐š๐ซ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐ž๐ช๐ฎ๐š๐ญ๐ข๐จ๐ง.
How you generate income, manage taxes, and plan for longevity ultimately defines your retirement experience.

A strong strategy helps turn savings into sustainable, reliable income.

Follow for more financial insights. https://www.preservation1st.com/

Address

912 Lithia Pinecrest Road
Tampa, FL
33511

Telephone

+18885270872

Website

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