It’s not how much money you make. It’s how much you keep.
Retirement income and asset protection for professionals
Plan the income you’ll live on, protect what you’ve built and provide for the people you love.
- Independent firm
- Clients in all 50 states
- In person, video or phone
About us
A plan for the life you want after work
You’ve served your community and earned a rewarding living with your skills. As retirement gets closer, the questions change: how you want to live, and what you want your money to do.
Capital Preservation Advisors helps you understand the plan ahead, one decision at a time.
Why work with an independent advisor
What makes Capital Preservation Advisors different comes down to three things.
Unbiased guidance
Your needs come first in every recommendation, not a sales target or a single company’s product shelf.
A wide choice of products
As an independent firm, Capital Preservation Advisors can compare products across many companies instead of offering one big-box firm’s lineup.
Steady through every market
Through bull markets and downturns alike, the aim is the same: keep your plan on track whatever the economy does.
Our services
Help in three areas, so your retirement plan covers earning, keeping and passing on.
Put your hard-earned assets to work
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Rollovers
Preserve what belongs to you
- Asset Protection Strategies
- Life Insurance
- Tax-Efficiency Strategies
- Long-Term Care Plans
- IRA Legacy Planning
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.
How comfortable are you with risk?
Knowing how much risk you’re comfortable with can help you make appropriate investment choices. Answer seven quick questions to see where you land. It takes about two minutes.
- Answer the short questionnaire
- Schedule your complimentary meeting with CP Advisors to review your responses
Ready to take the next step?
Your first meeting is complimentary. Meet in person, by video or by phone, whichever suits you.
Services available in all 50 states.