The Sterling Insurance & Financial Group

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Tempe, Gilbert, Mesa, Chandler, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Preserve Services

Preserve Services has been providing painting, carpentry, roofing and gutter services for over 18 years in Massachusetts. As a locally-owned and operated company, not a franchise, we have gained a solid reputation based on our 376 customer references in the North Shore. Contact us now to receive a free estimate. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Asset Preservation

Accumulating and protecting assets is an important goal for many investors. To help them achieve this, Asset Preservation, Inc. (API) provides expert knowledge of 1031 exchanges – powerful strategies to reduce capital gain tax liabilities. API is a leading national 1031 exchange company, offering unmatched service and the highest level of security available in the industry. From the first contact with a representative, customers can be assured of a smooth transaction. Our experienced exchange counselors, attorneys and accountants are dedicated to providing exceptional service. Tight financial controls and multi-layered security systems maintain a level of comfort and performance which is trusted by sophisticated investors and Corporate America – we call it "The API Advantage".

Blended Asset Services

Blended Asset Services has been providing exceptional apartment services for nearly three decades. Our expertise covers everything from apartment turn-over and painting to roofing, siding, and windows. Contact us today to have your needs met!We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

AMCS - Asset Management & Consulting Services

AMCS - Asset Management & Consulting Services is a respected real estate investment and property management company, owned and operated locally. The firm was established in 1990 by Mr. Kerr with the mission to provide quality property management services to residential apartment complexes. The team has since grown to include personnel and properties across Florida, Columbia, South Carolina, and mainly in the Charleston Tri-County Area.Their portfolio includes homeowner associations, condominiums associations, and apartment communities, all managed according to industry standards and customer satisfaction. AMCS is experienced and equipped to handle all aspects of property management including maintenance, repairs, rent collection, and more.

Asset Home Services

At Asset Home Services, we take pride in our ability to provide Columbia, SC and the surrounding areas with top-notch Carolina Heartwood Cabinetry. Our cabinets boast excellent architecture, stylish designs, and the highest quality finishes available.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.