Preservation Wealth Consultants, LLC

Preservation Wealth Consultants, LLC We can help you PLAN your retirement, PROTECT your assets, MAXIMIZE your income, and PRESERVE your savings "Like" is not meant in the traditional sense.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.Insurance, Consulting and Education services offered through Preservation Wealth Consultants is a separate and u

naffiliated entity from Simplicity Wealth. Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like' button is merely a mechanism to circulate our LinkedIn page. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

09/02/2026

September has a long-standing reputation as the stock market’s weakest month—and even if the “September Effect” has faded over time, investors still watch for it.

08/30/2026

After losing her mom, one daughter finally made the trip she’d long imagined to Dollywood—and returned to hear how others are honoring Dolly’s memory.

08/29/2026

The average student debt in England has become among the highest in the developed world, and critics say it’s stifling growth.

08/26/2026

Market pullbacks are inevitable—but the businesses that prepare before confidence starts to crack are the ones best positioned to weather them.

08/23/2026

The era of high, "free" cash yields is ending as the Fed cuts rates and the Treasury curve normalizes, making longer-term bonds more attractive.

08/22/2026

An inheritance of $50,000 can be a powerful steppingstone toward long-term financial security. With thoughtful planning and expert guidance, this money can be worth much more in the future and help you close in on one or more financial goals.

08/19/2026

James Fleming and Mikaela Schifferle weren’t just staging an elaborate wedding game. They were trying to answer a modern conundrum.

08/16/2026

Young adults may be more inclined to buy themselves a “little treat,” even at the cost of savings. But they’re investing for the future earlier than any previous generation.

08/15/2026

Fewer 401(k) savers are picking their own investments today than in years past. Most now hold a fund that adjusts its own mix over time or hand the account over to an advisor.

08/12/2026

The impact of artificial intelligence on wages could arrive before broad job losses. Discover why some roles are gaining value while others face growing pay pressure.

Address

8140 Dream Street, Suite B
Florence, KY
41042

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

(859) 496-7350

Website

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