Christian Beiter, CFP®CEPA Michael Beiter Sr. Kimberly Payne
912 Lithia Pinecrest Rd.
Brandon, FL 33511
Phone:
(813) 627-0872
(888) 527-0872
Fax:
(813) 622-7077
E-mail:
We're Here to Help You Build a Confident Retirement
At Preservation 1st Financial Group, LLC, our mission is simple — to help retirees and those preparing for retirement achieve financial security and peace of mind. Whether your focus is on retirement income planning, asset protection, or insurance solutions, our experienced team is here to guide you every step of the way.
Explore our website to access valuable tools and insights — including educational articles, financial calculators, and market research — all designed to help you make informed decisions for a secure and comfortable retirement.
We believe financial confidence begins with understanding. That's why we've created this resource to help you learn more about key areas that matter most to retirees:
Comprehensive Financial Planning • Retirement Income Strategies • Estate Planning • Annuities • Life Insurance • Medicare Coverage
Our goal is to empower you with the knowledge and support needed to make smart decisions today — so you can enjoy a worry-free tomorrow. We encourage you to visit often, stay informed, and take advantage of the latest resources in personal finance.
Preservation 1st Financial Group, LLC — Here for you, your family, and your retirement.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.