Preservation 1st Financial Group, LLC

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Preservation 1st Financial Group, LLC

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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, homeowner’s insurance, life insurance, business insurance

11/05/2026

Good financial guidance shouldn’t leave you more confused than when you started.

You should feel comfortable asking what’s being recommended, why it’s being recommended, what your options are, and how each decision fits into your larger financial life.

Clarity matters because these are your decisions.

Ask questions. Understand your options. Make informed decisions.

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

11/03/2026

For many business owners, the business represents years—sometimes decades—of work, sacrifice and value creation.

It may also represent an important piece of the retirement picture.

That makes it worth asking whether the assumptions surrounding your eventual exit actually align with the life you're planning afterward.

What might the business realistically provide? When would you want to step away? What happens if the timing changes? And how does that potential value fit alongside your other income, assets and long-term goals?

Your business has a value. Your retirement has a number.

Understanding how the two may work together can be an important part of preparing for what's next.

Schedule a free consultation https://bit.ly/CBeiter_Consult or Call (813) 627-0872

10/30/2026

𝐘𝐨𝐮 𝐰𝐨𝐫𝐤𝐞𝐝 𝐡𝐚𝐫𝐝 𝐭𝐨 𝐛𝐮𝐢𝐥𝐝 𝐲𝐨𝐮𝐫 𝐰𝐞𝐚𝐥𝐭𝐡 — 𝐝𝐨𝐧’𝐭 𝐥𝐞𝐭 𝐭𝐚𝐱𝐞𝐬 𝐭𝐚𝐤𝐞 𝐚 𝐛𝐢𝐭𝐞 𝐨𝐮𝐭 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐥𝐞𝐠𝐚𝐜𝐲.

Without a tax-smart plan, your heirs could face significant (and avoidable) tax burdens.

Let’s create a legacy strategy that considers all the pieces — investments, beneficiaries, legal documents, and taxes — so your family keeps more of what you leave behind.

Smart planning today = a more meaningful impact tomorrow.

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

10/28/2026

𝐈𝐟 𝐲𝐨𝐮 𝐝𝐞𝐥𝐚𝐲 𝐒𝐨𝐜𝐢𝐚𝐥 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 𝐩𝐚𝐬𝐭 𝐟𝐮𝐥𝐥 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐚𝐠𝐞, 𝐲𝐨𝐮𝐫 𝐛𝐞𝐧𝐞𝐟𝐢𝐭 𝐜𝐨𝐮𝐥𝐝 𝐠𝐫𝐨𝐰 𝐮𝐩 𝐭𝐨 𝟖% 𝐞𝐚𝐜𝐡 𝐲𝐞𝐚𝐫 𝐮𝐧𝐭𝐢𝐥 𝐚𝐠𝐞 𝟕𝟎.

But the right timing isn’t just about numbers — it’s about your income, health, and broader financial plan.

Let’s run the scenarios together to decide when claiming makes the most sense for you.

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

10/26/2026

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐜𝐚𝐧 𝐟𝐞𝐞𝐥 𝐨𝐯𝐞𝐫𝐰𝐡𝐞𝐥𝐦𝐢𝐧𝐠 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮'𝐫𝐞 𝐟𝐚𝐜𝐞𝐝 𝐰𝐢𝐭𝐡 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐭𝐞𝐫𝐦𝐢𝐧𝐨𝐥𝐨𝐠𝐲 𝐚𝐧𝐝 𝐜𝐨𝐧𝐟𝐥𝐢𝐜𝐭𝐢𝐧𝐠 𝐚𝐝𝐯𝐢𝐜𝐞.

That's why transparency matters. A good financial plan should help you understand your options, feel confident in your decisions, and align your strategy with your long-term goals—not simply focus on products or transactions.

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

10/24/2026

𝐇𝐞𝐫𝐞’𝐬 𝐭𝐡𝐞 𝐤𝐞𝐲 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞:
• A will goes through probate
• A trust can avoid it entirely
If you want more control, more privacy, and fewer delays — a trust might be right for you.

Let’s break it down together.

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

10/22/2026

For years, much of your financial life may have been centered around building.

Building a career.

Building a business.

Building savings.

Building retirement accounts.

Building a home and opportunities for your family.

But as retirement approaches, the questions often begin to change.

Instead of only asking:

“How do I continue accumulating?”

You may also begin asking:

How will I create income from what I've built?

How much risk am I comfortable carrying now?

How could taxes affect the plan?

What should remain available for my spouse or family?

What do I want my wealth to make possible over the next 10, 20 or 30 years?

And what would I ultimately like to leave behind?

Wealth preservation isn't about becoming afraid to use your money.

It's about becoming more intentional about the role your wealth needs to play in the years ahead.

You worked to build it.

Now it's worth asking what you're building it for.

Book your personalized planning session. Visit https://www.preservation1st.com/contact_us/ or Schedule an appointment https://bit.ly/CBeiter_Consult

10/20/2026

𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐰𝐞𝐚𝐥𝐭𝐡 𝐢𝐬 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭, 𝐛𝐮𝐭 𝐩𝐫𝐞𝐬𝐞𝐫𝐯𝐢𝐧𝐠 𝐢𝐭 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐬 𝐚 𝐛𝐫𝐨𝐚𝐝𝐞𝐫 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲.

Factors such as taxes, inflation, healthcare expenses, and market volatility can all impact your long-term financial security. A comprehensive plan helps ensure that what you've built remains protected for years to come.

Book your personalized planning session. Visit https://www.preservation1st.com/contact_us/ or Schedule an appointment https://bit.ly/CBeiter_Consult

10/18/2026

𝐈𝐟 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐮𝐧𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐡𝐚𝐩𝐩𝐞𝐧𝐞𝐝 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰, 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮𝐫 𝐥𝐨𝐯𝐞𝐝 𝐨𝐧𝐞𝐬 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐛𝐞𝐡𝐚𝐥𝐟?

A healthcare directive spells out your wishes — and removes the guesswork during already stressful moments.

If you haven’t reviewed yours in the last year, it may be time for a refresh.
Peace of mind starts with a plan.

Let’s talk about transition strategies. Visit us at https://www.preservation1st.com/contact_us/ or call (813) 627-0872

10/16/2026

Our first Required Minimum Distribution may still be years away.

That doesn't necessarily mean RMD planning needs to wait until then.

The years leading up to RMD age can create an important planning window because retirement accounts don't exist independently from the rest of your financial life.

Future distributions may interact with taxable income, Social Security, Medicare considerations, other investments and the amount you ultimately hope to preserve.

That makes the question bigger than:

“When do I have to start taking money out?”

It may also be worth asking:

What could my future distributions look like?

How might they interact with my other retirement income?

And are there decisions worth evaluating before those distributions become required?

The first RMD may be down the road.

Understanding how it could fit into the bigger picture can begin much sooner.

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

Address

912 Lithia Pinecrest Road
Tampa, FL
33511

Telephone

+18885270872

Website

http://preservation1st.com/

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