Our Services

Preston Group Wealth Strategies is dedicated to you and your financial goals. Understanding you and your risk tolerance helps us create a disciplined road map to success.

Lifetime Income Planning

  • Identify Goals and Objectives
  • Tax Advanged Distributions
  • Social Security Planning
  • IRAs
  • Qualified Plans

Wealth Enrichment

  • Cash Flow Analysis
  • Business Liquidity Support
  • Tax Analysis Review
  • Investment Policy Statement
  • Lending Strategy

Wealth Protection

  • Personal Identity Protection
  • Property/Casualty Insurance Review
  • Life Insurance Analysis 
  • Disability, Long-Term Care Umbrella

Lifestyle Services

  • Children's Financial Planning
  • Education
  • Concierge Service

Wealth Transfer

  • Estate Planning Documents
  • Liquidity Needs
  • Gifting Strategies
  • Family Meeting Structure

Philanthropic Planning

  • Company Ownership Donation
  • Philanthropic Mission Statement
  • Donor Fund Benefit