It Is Not How Much Money You Make...
It Is How Much Money You Keep That Matters
About Us
As a professional, you’ve served your community and earned a rewarding living with your skills. Now, as you near retirement, it’s time to choose your lifestyle and future purpose.
Let our professionals help you understand the plan ahead.
Retire At Any Age
Cashflow Hacking
Printed Book or Instant Download
CASHFLOW HACKING WILL SHOW YOU HOW TO...
Achieve Financial Freedom Through Cash Flow Hacking
Have easy access to your money in case of emergencies and opportunities.
Increase Your Lifestyle While You Build Your Wealth
Use the investment strategy 90% of millionaires use.
Position Yourself to Thrive in Market Downturn
Stop guessing at the best vehicles to protect and grow your money.
Why Choose Us
What do we believe makes us different?
We’re glad you asked.
Unbiased Guidance
Our financial professionals put each client's needs at the forefront of all we do.
Wide Product Selection
As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.
Wide Product Selection
As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.
Experience
Through bull markets and stock market dips, we always aim to help our clients stay on track through various types of economic conditions.
Our Services
We offer services in the following areas to help you pursue your retirement goals.
.01
Put Your Hard-Earned
Assets to Work.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
.02
Preserve What Belongs
to You.
Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
IRA Legacy Planning
.03
Provide for the People and Causes You Cherish.
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
What's your Risk Number?
Analyze your risk
It's more than just a book, it's a guide to planning your retirement.
Knowing your risk score can help you make appropriate investment choices. Find out your risk score today with our Riskalyze tool! Results in just five minutes!
Click below to complete the short questionnaire
Schedule your complimentary meeting with CP Advisors to review your responses
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Services available in all 50 States
Contact us today for more information about our services, products or approaches. We’ll schedule a meeting that is most convenient and comfortable for you, whether that is in person, virtually or by phone.
© 2024 Capital Preservation Advisors LLC All rights reserved.
Robert Goldberg is a Certified Financial Fiduciary®, an Investment Advisor Representative of First Advisors National RIA, an SEC-Registered Investment Adviser, and a Retirement Income Certified Professional (RICP®). He is also an insurance and annuity professional licensed in multiple states. Lane is the author of “The Holistic Retirement Planning Revolution,” and the Founder/President of Martinsen Wealth Management, LLC. Folio Financial, Inc., and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization.
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Disclosures
Capital Preservation Advisors, LLC is a financial services company that focuses on asset protection and retirement income products and financial planning services. Richard Goldberg is the principal owner of Capital Preservation Advisors, LLC. Capital Preservation Advisors, LLC only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Lane Martinsen is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Martinsen Wealth Management, LLC are independently owned and operated.
We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
This website Capital Preservation Advisors (this “Website”) is owned and operated by Capital Preservation Advisors, LLC. Capital Preservation Advisors, LLC offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Capital Preservation Advisors, LLC as of the date hereof, which are subject to change without notice at any time. Capital Preservation Advisors, LLC does not represent that any opinion or projection will be realized. Neither Capital Preservation Advisors, LLC nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.