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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

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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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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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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