An Overview Asset Preservation Tax Wealth & Tax, is an independent income tax, financial planning, Estate Planning, and insurance services firm. We offer a wide range of products and services, including Fee-Only Investment Advisory, Mutual Funds, Stocks, Bonds, ETF's, Fixed Annuities, Indexed Annuities, 401(k) Rollovers, TSA 403(b), IRA, 457(b), Deferred Compensation plans, Pension and Profit Sharing Plans. Our focus is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 14 Years of Dedicated Service - Over $220 Million Safely Managed Client Nest eggs. - Over 9,000 Households Statewide Disclosure Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser