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September 07, 2010 @ 09:18 AM

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Wealth Preservers, LlC

Our Focus Makes Cents

 

Welcome to Wealth Preservers LLC Web site.  Our company believes that good financial decisions don't have to be confusing.  We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

 

As financial professionals, we can

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Periodically review your financial progress
  • Seek to make investment planning easier

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You can even request a quote for an insurance or investment product. 

If you have any questions, please call us at 888-269-9697 or e-mail us at ralph.short@axa-advisors.com or richard.aldridge@axa-advisors.com.  We will be happy to help.  We look forward to talking with you.

 

 

Newsletters

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Contact Info

Phone: 540-672-0046
Toll Free: 888-269-9697

ralph.short @axa-advisors.com
richard.aldridge @axa-advisors.com

Local Office | Branch Office

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