Strategic Asset Preservation
Financial Services, Hawthorne BLVD, Torrance, , 90505, California, 23133, United States, 1-10 Employees
Who is STRATEGIC ASSET PRESERVATION
Strategic Asset Preservation was founded with the goal of educating and empowering our clients as we lead them to a successful financial road map. Our specialty is to look at the whole pi...
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Headquarters: 23133 Hawthorne BLVD, Torrance, California, 90505, United States
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Date Founded: 2000
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
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Frequently Asked Questions Regarding Strategic Asset Preservation
Answer: Strategic Asset Preservation's headquarters are located at Hawthorne BLVD, Torrance, , 90505, California, 23133, United States
Answer: Strategic Asset Preservation's official website is https://strategicassetpreservation.com
Answer: Strategic Asset Preservation's revenue is Under $1 Million
Answer: Strategic Asset Preservation has 1-10 employees
Answer: Strategic Asset Preservation is in Financial Services
Answer: Strategic Asset Preservation contact info: Phone number: Website: https://strategicassetpreservation.com
Answer: Strategic Asset Preservation was founded with the goal of educating and empowering our clients as we lead them to a successful financial road map. Our specialty is to look at the whole picture when it comes to re-allocating and re-positioning retirement assets with regards to income planning, legacy planning, and growth. We act as fiduciary for our clients. We put the best interests of our clients first before anything else. Each of our clients get a customized financial and investment plan that was developed based on their financial goals. These plans revolve around milestones in life that include retirement, business succession, and wealth transfer. Communication is important in this industry, and we make sure that we contact our clients through email or phone on a regular basis. Not only that, we visit clients at least twice a year. If a personal visit is not possible, then we use web conferencing to update clients about their investments. Clients also have access to their accounts 24/7. They can also opt in for real-time monitoring and account alerts to ensure that their retirement plan is on the right track.
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