By John Jenkins
For many people, it’s hard to find the time and resources to build and manage their assets confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long-term.
At Asset Preservation Strategies, Inc., we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing and financial planning. Our goal is to help you manage and organize your financial affairs so you can pursue your financial goals. By allowing our team of professionals to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life.
Who We Are
At Asset Preservation Strategies, our purpose is to enhance your financial well-being. While some firms claim to offer “comprehensive” wealth management; we take a slightly different approach. We engage in “collaborative” wealth management – with a personal touch.
As an independent firm, we have the ability to provide a wide range of services, including retirement planning, estate planning, wealth management, and financial planning. With such extensive access, we can tailor our services to each person’s individual needs.
By providing personalized financial services from a caring team of professionals and maintaining a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money. With a dedicated team, we want our clients to feel more confident as they navigate life’s challenges and planning opportunities.
Who We Serve
Most of our clients are affluent individuals and families. They may be business professionals or entrepreneurs, and some are nearing retirement. Regardless of their age, they desire prudent guidance and advice. They’ve worked hard to build their wealth and they want to maximize their financial resources, minimize taxes and frivolous expenses, and leave more to their families and charitable causes they care about. They value the advice and guidance a professional advisor can offer them and they are open and willing to collaborating.
Our clients put a lot of trust in us, and we don’t take this responsibility lightly. We believe our clients deserve prompt, competent, and courteous service with creative, intelligent solutions at a fair price. Our decisions are based on knowing exactly what our clients seek to accomplish, and their needs always come first.
What Sets Us Apart
We’re proud to work so closely with our clients and build long-lasting relationships. We believe there are a number of reasons why our clients choose to work for us. For one, we endeavor to earn the trust of our clients and each and every year; not just the first year. We work hard to build a trusted relationship so clients feel comfortable asking us their greatest financial questions.
Additionally, our clients learn quickly that they don’t hire us to agree with anything they say. Their goals are our goals, and we speak up and tell the truth, even if it’s not the answer a client wants to hear. It may not always be good news, but we’d rather share bad news than not disclose the entire truth to them.
Our Goal For You
Through our services, and high-touch approach, we seek to help our clients pursue financial independence and live without worrying about money. It’s both liberating and exciting when we see clients reach this point and feel accomplished in their goals.
If you’d like to learn more about our process and how we may be able to help you with your financial needs, reach out to us for a complimentary second opinion. We can discuss where you are today, what you’d like to accomplish, and how your family values and philanthropic goals come into play. To start, call our office at (858) 455-1825.
About John
John Jenkins is the founder of Asset Preservation Strategies, Inc. and a CERTIFIED FINANCIAL PLANNER™ professional with nearly 40 years of industry experience. He specializes in providing affluent individuals and families sophisticated distribution planning for large retirement accounts to protect, stretch and preserve them for future generations, investment management, wealth management and advanced estate and tax planning. A third generation San Diego native, he enjoys working with clients throughout his local county. Learn more about John by connecting with him on LinkedIn or visiting www.asset-preservation.com.