Retire Without Risk

Learn the secrets of how to secure, grow, provide, & receive your future funds in the Zero Percent Tax Bracket!

It‘s not just what you earn. It’s what you get to keep.

Are you concerned about rising taxes?

Secure your current or future retirement income with a new generation of tax-code approved life insurance policies that can be accessed tax-free.

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About Asset Preservation Partners

Asset Preservation Partners specializes in tax-efficient wealth protection and asset preservation strategies that help affluent individuals keep their hard-earned wealth through retirement and secure their financial goals for generations to come. As a community-focused firm with decades of financial experience, we are committed to our mission of helping you safeguard your money and attain long-term financial security at every stage of your life.

Our Services

asset preservation tax efficient strategies

Protect your hard-earned money with tax-favorable and tax-free retirement tools to secure you and your family’s financial future.

tax free retirement income solutions

Keep more of what you earn with our tax free retirement strategies for high earners that allow your funds (or a percentage) to be received 100% tax-free.

annuities - couple on beach

Annuities have a distinct advantage over other income-producing assets and can help ensure a portion of your retirement income will be guaranteed.

long term care insurance policy

Discover how long term care insurance policies have expanded over the years and now include more than just covering medical expenses.

new kind of life insurance

Ask us about the latest generation of life insurance policies providing living benefits and tax advantages to protect you and your family after a loss.

asset preservation estate planning

ESTATE PLANNING

Estate and legacy financial planning services to ensure you protect the financial interests of your family long after you’re gone.

Schedule a free consultation and let Don Lagarde, wealth preservation specialist and owner of Asset Preservation Partners, put together a customized wealth protection solution for your funds (or a portion of) that is safe from market volatility and increased taxes.

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The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.