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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

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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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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Calculators

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Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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