113 Poinsettia Ct.,
Income & Asset Preservation, LLC
Stephen B Leitzell
CLU, ChFC, RICP, CFP
We help clients make sense of the financial chaos in the world today.
Retirement Income Planning | Social Security Pensions | Retirement Savings | Insurance Planning | Tax Reduction Planning | Long Term Care Planning | Legacy Planning | Investment Planning
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
Income & Asset Preservation, LLC is a comprehensive financial planning and financial advisory firm located in Manasquan, New Jersey. As an independent financial advisory firm, we are proud to be able to bring our clients a wide array of services and financial strategies without being tied down to the mandates of a particular company. This independence provides clients with a greater level of confidence that their plan can be a customized solution specific to their unique set of needs.
Income & Asset Preservation, LLC believes that your desires are the basis for charting a course to your financial future. However, we recognize that in order for us to help chart that course it is imperative to form a relationship first. This allows you to truthfully reveal those desires. Financial and retirement planning is about a lot more than just accumulating a nest egg. Retirement planning requires a comprehensive approach – one that looks at your income and investment goals, and coordinates them with a strategy that focuses on reducing taxes and other items that may hinder your chances for long term success. We’ve been fortunate enough to help individuals throughout the state of New Jersey to retire with more confidence.
Please contact us if you would like to begin charting your course to feel more confident about retirement.