PRESERVEfirst is a company owned by Zangirolami and Associates LTD, based in Houston, TX and operating throughout the State of Texas and the US. It is a Retirement and Estate Planning company in business since 1993 helping people create a safe and secure retirement. We are assisted in our business by a CPA Firm and a Law Firm to help clients in all aspects of the retirement process, including but not limited to wills, trusts, tax advising and preparation.
PRESERVEfirst is a company of a very unique kind in the US. Our goal is to create a program – “a blueprint for retirement” – that the client could follow and implement by himself or with our help. The process for the creation of this program has several important steps:
- Client interview to determine their goals in life and in retirement
- Individuation of the available funds and the legal instruments
- Create and grow wealth
- Protect and preserve wealth
- Plan the distribution of wealth during life
- Plan the distribution of wealth at death
- Do it all in the most tax advantageous way
- Redact a formal plan
- Implementation of the plan
