OUR SERVICES
Well Preserved is all about preserving your health. Your wealth and the freedom to live life the way you choose. It is our privilege to serve our clients with many questions when they begin the retirement phase or in a crisis. Our Advisors have over fifty years of experience. If we cannot help, we know who to call
01
Get started in 3 easy steps
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
02
Evaluate
We would not be who we are without our eco-friendly design, which is at the core of our strategy. We are constantly working to improve our offerings and expand upon our capabilities when it comes to design and production. Get in touch to learn more.
03
Plan
We have strict standards when it comes to what we produce and never compromise on quality. This is especially true when it comes to the first-rate materials we use. Our customers deserve the highest level of products on the market, and we work tirelessly to maintain those standards.
Medicare
We do not offer every plan available in your area. Currently we represent seven organizations which offer fifty-two products in your area. Please contact Medicare.gov or 1-800-MEDICARE or your local State Health Insurance Program to get information on all your options.
WHY MAKE THESE DECISIONS ALONE?
There’s more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small, yet critical, differences between the four parts, making Medicare work for you requires more than just signing up.
LET US BE YOUR GUIDE
At Well Preserved Advisory Group, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:
-
How could my income affect my monthly Medicare premiums?
-
Do I need to sign up for Medicare Part A and B if I’m still working?
-
How can private insurance help me with the costs of Medicare?
-
How do I avoid the coverage gap with Medicare Part D prescription drug plans?
Financial
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
GIVE
Provide for the people and causes you care about the most.
HOW?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts - Probate Charitable - Giving - Estate Planning - Tax Planning
Your Dreams Matter
Motiv8 Investments, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. (IF APPLICABLE: Insurance products and services are offered and sold through Mike Terrio, Inc., dba The Terrio Group, and individually licensed and appointed insurance agents.)
Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated.
The opinions expressed herein are those of certain form personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
At Well Preserved Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
-min.png)
RADIO SPONSORS
Well preserved is the longest running Senior focused radio program in Oklahoma. Each week topics are discussed to make a difference in your life. The show offers vital information for adults ages 55+ and caregivers. Eunice and the Well Preserved Team has made it their mission to help seniors preserve their health., wealth and the freedom to live life the way they choose!
SPONSOR OF THE WEEK!
Newsletter
Join our email list to keep up with current events.