Our Philosophy

PRESERVEfirst specializes in providing planning and guidance, including tax saving techniques, for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re typical, your retirement years could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years.         We have helped literally hundreds of individuals and couples, at all economic levels, to enjoy a worry free retirement knowing that their money is safeguarded and growing to provide with the income and the life style they always dreamed of. We know this is the most important thing: to be able to follow your dreams and make them come true.

It's a long way to Tipperary!

But without a good foundation this is not possible. In fact Venice was not built on good foundations, but your retirement could be. Adrian will apply the same patience, knowledge and care he had for Venice’s buildings to your retirement, making it his personal crusade to see you grow your assets, keep them safe and use of them in life as you please, and leave the legacy you want to your loved ones. Do not let your finances go under water as Venice does!

It is common knowledge that there is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. In order to make sure your money is in the “best place for you”, your unique circumstances must be taken into consideration just as the unique structure of each Venetian palace required.

The two most common money mistakes made by the retirement-minded are (a) putting all their retirement assets in short term savings places, and (b) unknowingly taking risk they can’t afford. If you have your retirement money in highly liquid places that allow you access immediately, you’re paying a dear price for liquidity you don’t need. Not all of your retirement money will be needed at the same time; therefore you may need to space your investments so they come due when needed yet retain enough flexibility to take care of an emergency, should one arise. Far too many people have all their retirement money in the “market” and exposed to the risk of principal loss. Certainly some of your money needs to be in short-term places that give you access without penalty. Some may be able to afford the risk of the market with some of their retirement money, but too much in either place is generally a bad plan.


Call (832) 320-3311 or email info@PRESERVEfirst.com
today to schedule your appointment