Columbus, Ohio – Mar 2, 2020 – Capital Preservation Group, LLC, is a team of friendly and smart financial advisors serving the Columbus and Cincinnati, Ohio areas. The team at Capital Preservation Group is dedicated to providing top-class personal retirement plans as well as wealth management services to its clients, helping them meet the multifaceted and changing financial demands and preferences of retirement today.
Many financial advisory firms in the area purport to offer the best retirement and estate planning services, but only a few do it well. Capital Preservation Group is one of those few. From income optimization to wealth management, Capital Preservation Group can help you meet all your retirement goals. The team takes the time to create a thorough, customized plan. President, Michael is always available to answer any questions and queries you may have during or after the financial planning engagement.
The firm gets to know who you are first by fully understanding some key areas of your life, such as family, community and work, financial resources and your goals. They will make sure that these areas are in-line with your financial plan.
Michael and his team leave no stones unturned in the planning process. On completion, they will offer you actionable, prudent, and understandable recommendations that you can implement. Navigating the financial complexities and challenges in order to help ensure a safe journey usually requires the integration and organization of your income, insurance, investment, and inheritance planning needs by a qualified team of trusted advisors. And this is what Capital Preservation Group offers.
Why Choose Capital Preservation Group for Your Retirement?
As a fiduciary, Capital Preservation Group is obligated to put you – their client – first. Michael believes that this sets the firm apart from other kinds of firms in the securities industry, like broker/dealers that might be held to a lesser, “suitability” standard.
“We have a truly holistic approach to retirement planning. Our skill set is designed to help people start retirement and enjoy that stage of their life. At Capital Preservation Group, we are here to help empower people and help you prepare for your retirement. We are rarely someone’s first financial advisor. The vast majority of our clients come to us while already working with someone else. What our clients find is that because of our focus, we are a great fit for people planning to retire or are already in retirement. We take into account all types of your current income, various retirement assets, your projected rates of return and the effect that inflation will likely have on your purchasing power in the future. A big focus of our planning is around capital preservation, including tax mitigation, not only during your lifetime but also through the estate planning process. We try to increase the amount of money that stays with you and your loved ones. Our goal is very simple. We will help you find the optimum balance between enjoying your life and making sure you’ve enough money to retire and last through retirement,” said Michael Messmer.
At Capital Preservation Group, Michael and his team take the time to understand your specific situation, retirement goals, long-term care funding, and investment objectives to devise a strategy that best meets your needs.
About Michael Messmer
As a financial advisor, Michael helps families and small businesses plan for their future. Michael provides a personalized approach to planning, and always focuses on what matters most to his clients. Through a holistic approach, Michael ensures that his clients are making the best decisions toward achieving their financial goals. This entails more than investment selection and growing assets. As an advisor, Michael focuses on the growth and protection of assets, with the goal to help clients leave a legacy to the next generation. The combination of smart investment planning and leveraging a network of estate planning attorneys allows Michael to provide the best overall service to his clients.
For more information about Capital Preservation Group visit their website at www.capital-preservation.com
Media ContactCompany Name: Capital Preservation GroupContact Person: Michael MessmerAddress:2430 Royalview Ct City: CincinnatiState: OhioCountry: United StatesWebsite: www.capital-preservation.com
