Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Well Preserved Advisory Group plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement goals.


Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Have you prepared for these potential major life events?

  • Serious or long-term illness
  • Retirement/assisted living expenses
  • Running out of money

If not, Eunice and her team can help! Call us at 405.848.5790, and we’ll help develop a strategy that works for you.

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