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About You
 Asset Preservation Strategies, Inc. specializes in helping people like you – successful business owners, executives and high net worth families – realize their financial dreams. And we encourage you to dream big.
Families with significant net worth and income face daunting challenges from the nation’s income and estate tax systems. Growing your estate throughout your lifetime and passing it to your desired beneficiaries in a manner of your choosing, all with a minimum of taxation and administrative headaches, requires advanced planning and regular maintenance.
With our many years of experience in assisting families, we are here for you, your children and grandchildren as needed. Your estate can be designed to benefit you and multiple generations of your descendants as well as meet your philanthropic goals if adequately planned and professionally designed.
We leverage the strengths of our collaborative partners and professional entities in the design, implementation and maintenance of your financial plans and/or wealth designs. Our professional entities: Asset Preservation Strategies, Inc., an SEC-Registered Investment Adviser; WSC Insurance Services, Inc.*, insurance brokerage services; and APS Private Asset Management, our 43-Manager Investment Platform. These entities exist to serve you and to provide state of the art services.
*WSC Insurance Services, Inc. is not affiliated with Securities America.
You will benefit from our services through:
· A written Investment Policy Statement that quantifies and describes the parameters, goals and objectives of your investment portfolio
· Regularly evaluating and maintaining your life, disability, medical and long term care insurance coverage and ensuring the issuing companies are performing as promised
· Evaluating and planning your income tax liability and taking advantage of every deduction and strategy available and appropriate for your situation
· Ensuring that your retirement income is on target and adequately adjusting for inflation throughout your life expectancy
· Keeping your estate plan current and utilizing strategies that leverage more for you and your family than for the IRS
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