Retirement planning services built for real life, not theory.

We help you make coordinated decisions about income, tax minimization, Social Security, and legacy goals.

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Services

Our work is designed for people approaching retirement—or already retired—who want practical guidance and a plan they can understand. Below are our most popular services.

We don't offer pre-packaged strategies or one-size-fits-all portfolios. Every recommendation we make is built around your goals, your timeline, and what matters most to your life in retirement — not ours.

Retirement Income Planning

FAQs

Do I need a retirement specialist if I already have accounts in place?

The central question of retirement isn't how much do I have — it's how do I turn it into income I can count on? We help build structured income strategies that account for your spending needs, your timeline, and the sequencing decisions that most people get wrong. The result is income you understand, a plan you can depend on, and the confidence to spend without second-guessing every withdrawal.

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Let's make one thing clear: your next retirement decision.

Wealth Preservation Group helps people make retirement decisions with confidence by combining practical planning, plain-English guidance, and long-term partnership.

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Email
swrisley1825@gmail.com

Phone
(413) 695-3646

Office
11 Pasco Drive, Suite A
East Windsor, CT 06088

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Wealth Preservation Group, Inc. and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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