Wealth Advisor, J.D.
Over the course of their lives, many women feel like their needs come in second, third, or even fourth place behind a partner, children, employer and aging parents. At Preservation Retirement Services, we give you permission to stop for a minute and focus on yourself, especially your financial and retirement needs.
Women tend to have specific concerns when it comes to finances and retirement and the reasons are many and varied.
• They may have earned less over their careers due to employment gaps when raising children and taking care of aging parents.
• Employment gaps may have slowed their Social Security and retirement contributions.
• They may have gone through a divorce or lost a spouse, drastically changing their overall net worth, retirement savings and debt load.
• They may enter their golden years without a partner to share financial obligations, or they may outlive their partner, creating a hardship.
All these reasons are cause for women, no matter their relationship status, to take stock of their financial and retirement well-being so that they are better positioned to improve retirement income stability and confidence.
WEST SIDE OFFICE
Millennium Place East
25111 Country Club Boulevard
Suite 230
North Olmsted, OH 44070
EAST SIDE OFFICE
One Chagrin Highlands
2000 Auburn Drive
Suite 200
Beachwood, OH 44122
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Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser. Preservation Retirement Services and CreativeOne Wealth are not affiliated. The insurance products offered by Preservation Retirement Services are not subject to Investment Advisor requirements. The Retirement Protection Plan is our proprietary process name and it does not promise or guarantee investment results or preservation of principal. 2023/07/28 - 17149121