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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:

cbeiter@p1fg.com

mbeitersr@p1fg.com

kpayne@p1fg.com

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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.

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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.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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