Business Details
28 Years
experience
Your Trusted Financial Advisers for Retirement Planning in King of Prussia
As a holistic independent financial advisory firm, we are dedicated to helping clients achieve retirement security through personalized, risk-averse strategies. Our client-centric philosophy prioritizes honesty, transparency, and fiduciary responsibility, rooted in the founder's personal experience witnessing the consequences of poor financial advice. With over two decades of industry expertise, we specialize in retirement income planning, asset protection, and wealth accumulation tailored to individual needs.Our approach combines comprehensive financial education with customized solutions that address rising healthcare costs, inflation, and tax efficiency. We serve clients across Pennsylvania, including Montgomery, Chester, Delaware, Bucks, and Lehigh Counties, while maintaining a commitment to ethical standards and long-term client relationships.
Services
Retirement Income Strategies
Asset Protection
Wealth Accumulation
Life Insurance
Tax-Efficient Planning
Long-Term Care Strategies
IRA/401(k) Rollovers
Investment Planning
Social Security Optimization
Legacy Planning
Details
- Year established: 1998
Highlights and features
- We offer fiduciary-driven financial planning prioritizing client interests
- Our risk-averse strategies focus on preserving hard-earned wealth
- Personalized retirement income plans tailored to individual circumstances
- 20+ years of experience in retirement planning and asset protection
- Transparent approach combining tax-efficient strategies and financial education
Associations and certifications
- RICP
Services
Retirement Income Strategies
We develop customized retirement income strategies focused on creating sustainable cash flow while minimizing risk. Our approach considers individual goals, market conditions, and longevity factors to ensure financial security. By analyzing tax implications and investment performance, we help clients maintain their desired lifestyle throughout retirement.
Asset Protection
Our asset protection services safeguard clients' wealth against market volatility and unexpected risks. We implement strategies that balance growth potential with capital preservation, focusing on long-term stability. Through diversified investment approaches and insurance solutions, we help protect assets from economic downturns and healthcare costs.
Wealth Accumulation
We design wealth accumulation plans tailored to clients' risk tolerance and financial goals. Our strategies combine investment vehicles like mutual funds, ETFs, and annuities with tax-efficient planning. We regularly review and adjust portfolios to optimize growth potential while maintaining appropriate risk levels for each client's timeline.
Life Insurance Planning
We provide life insurance solutions for estate planning and long-term care funding. Our approach evaluates clients' family needs and financial objectives to determine appropriate coverage levels. We offer various policy types that integrate with overall retirement strategies while providing death benefit protection and potential cash value growth.
Tax-Efficient Strategies
Our tax-efficient strategies aim to minimize clients' tax liabilities throughout retirement. We analyze income sources, investment gains, and social security implications to optimize tax outcomes. By implementing strategic withdrawal plans and account conversions, we help preserve more wealth for long-term financial security.
People
Steven A. Suib
President
With over 20 years of experience, Steve Suib is a Retirement Income Certified Professional (RICP) and holds Series 65 securities registration. After transitioning from chiropractic to finance, he founded Preservation Wealth Management to provide client-focused financial planning. His approach emphasizes risk management and personalized retirement strategies.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement income strategies, asset protection planning, and wealth accumulation services tailored to individual needs and risk tolerance levels.
How do you approach financial planning?
We use a goal-based approach that considers tax strategy, investment planning, and asset protection to create personalized financial roadmaps for each client.
What areas do you serve?
We serve clients throughout Pennsylvania including Montgomery County, Chester County, Delaware County, Bucks County, and Lehigh County.
What credentials does your advisor hold?
Our lead advisor holds the Retirement Income Certified Professional (RICP) designation and has passed the Series 65 securities exam.
Do you offer complimentary consultations?
Yes, we provide up to 60-minute complimentary consultations to evaluate financial goals and discuss potential planning strategies.
