Strategic Asset Conservation
is a seasoned, trained, licensed, certified, and award-winning team that has become a national role model for wealth managers around the country.
We are specialists, and have chosen to limit ourselves to a handful of cutting-edge disciplines. We exist to provide our clients with the education, tools, and solutions they need to make informed decisions about their retirement and liquid savings, how to guarantee lifetime income, insure against a long-term illness, and tax-efficiently transfer wealth to their heirs or charities.
At Strategic Asset Conservation, we believe that many of the financial methods employed today in preparation for retirement lack the necessary security and guarantees for those approaching and in retirement.
Our clients sleep well at night knowing they are no longer unnecessarily exposed to the uncertainty and risk of the US and global markets. Our goal is to inspire our clients to take a proactive approach to wealth management.
We are a boutique firm dedicated to serving risk-averse retirees and pre-retirees, specializing in guaranteed income for life, guaranteed legacies to children and charities, and tax-favored yields without market risk.
You’ve worked hard to prepare for retirement. Let us help you choose the right financial solutions to meet your long-term needs and achieve the retirement you deserve.
Our Mission Statement
Strategic Asset Conservation Inc. is dedicated to educating and equipping older Arizonans in the protection of their investments and savings from losses due to volatile markets, taxation, probate court, or an extended illness.
In implementing each of these strategies, we place the highest importance on personal and business ethics, scrupulous professionalism, vigilant confidentiality, and the extension of public knowledge on current issues affecting retirees and their heirs.
9375 E Shea Blvd Ste 100
Scottsdale, AZ 85260