Asset Preservation Strategies, Inc. - Who We Serve

Business Owners and their Businesses

Business owners often need experienced advice and counsel when planning and managing what sometimes is considered the source of your financial legacy - the business. At Asset Preservation Strategies, we work with our clients, typically businesses with $1 million to $50 million in revenue, who are eventually planning to transition out of their business and preserve their legacy.

We don't want you to neglect your personal financial planning and the optimization of all of your assets, including your business. Our services are designed to help you integrate all of your planning between your business and your personal life so that you can be positioned for the future.

Our services for business owners include:

•Retirement Planning

•Family Office Services

•Legacy Planning

•Business Transition Planning

•Entity Structure Planning

Find out more about the customized services Asset Preservation Strategies provides to business owners and their businesses.