Asset Preservation Solutions, INC.
Financial Coaching For The Long Haul
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Asset Preservation Solutions
About
At Asset Preservation Solutions, we work hard to bring our clients the financial solutions that are designed to protect, preserve, and grow our clients’ assets throughout their retirement. As advisors, we see it as our responsibility to help our clients make the strongest financial decisions for both themselves and their loved ones.
We realize that people spend their whole lives working to build a sound retirement, but most do not have a comprehensive plan to provide income while mitigating risk. Asset Preservation’s specialty is long-term retirement income planning with an emphasis on coordinating all sources of income to meet your income objectives over your 25-40 year retirement.
It is our mission to help bring clarity and relief to the financial world of confusion and stress that most people cannot navigate alone. We don’t just sell products we provide specific solutions to guide each individual down their unique retirement path.
Meet Your Team
Asset Preservation
Stephen Walters
Chief Executive Officer
Stephen has been in the business for 10 years. He believes in educating people about all the choices that are available to achieve a positive financial future.
Stephen has always been a person that wants to help others. He understands how the different financial puzzle pieces work together to give retirees a clear image of their financial future.
Happily married to his wife Jessica, Stephen has a 7-year-old daughter as well as a 1-year-old son. He is a long-time North Carolinian and moved to Greensboro 5 years ago.
STEPHEN WALTERS
President & Chief Executive Officer
Wesley Walters
Founder
Wesley Walters
Founder
Wesley has been assisting families to protect and grow their assets for 25 years. He entered the insurance industry in 1995, offering Long-Term Care insurance. When meeting with families aged 55 and higher, he heard many stories of how their finances had been decimated by the 2000-2003 stock market correction. To help families protect and grow their assets safely, Wesley added low-risk and low-volatility investment strategies for his clients. Wesley is an Investment Advisor Representative representing Brookstone Capital Management, LLC (BCM), a registered Investment Advisor. He holds a Series 65 investment advisor representative securities license.
Wesley’s specialty is long-term retirement planning with an emphasis on proper asset diversification to prevent untimely and sizable losses. The goal is to ultimately bring structure to an unstructured and uncertain future.
He and his wife, Sally, will soon be celebrating their 50th wedding anniversary.
Sally Walters
Chief Financial Officer
Sally Walters
Chief Financial Officer
Sally has been in the banking industry for 40 years in several states. She held the position of President for 2 banks in Garland and Richardson, Texas. She was in charge of SBA lending for Bank of America for 7 years. Sally has served as credit risk manager for Wachovia and Wells Fargo for the last 15 years. Her vast experience with small business lending benefits our business owner clients as well as our organization.
Kevin Huston
Attorney
Kevin Huston
Attorney
Kevin Huston is the founder of Huston Law Firm, PLLC. He is an experienced attorney who handles all aspects of estate law, including estate planning, estate administration, trust law, Medicaid planning, and veterans’ benefits. Kevin Huston has planned many multi-million-dollar estates and has advised thousands of clients in planning their estates.
Our Financial Services
Learn More
Financial Planning
Risk Managed Investing
Retirement Income Planning
Annuities and Retirement
Business Owners
Estate Planning
Life Insurance
Medicare
Bookkeeping
Financial Planning
Step 1: Getting To Know Each Other
- Our first meeting is to gain an understanding of your needs, objectives, and concerns about retirement.
Step 2: Building Your Financial Plan
- Our second meeting will focus on building your financial strategy, which includes: income planning, advance tax planning, investment and risk management strategies, legacy planning, and more.
Step 3: Ongoing & Proactive Management
- As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.
Step 4: Legacy Planning
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Through our partnerships with attorneys, accountants, and estate planners, we can help you with the safe transfer of your assets to create your legacy. Whether that’s in the form of charitable giving, inheritance, or trusts, we’ll help you leave the legacy you desire.
Risk Managed Investing
We do not feel that a buy and hold approach offers a retiree a stable environment and an active money manager is necessary to navigate the risk present in the market today.
Retirement Income Planning
During your working years your household expenses were supported by your working income. When you retire, your working income goes away and is replaced, primarily, by Social Security. The shortfall of covering your expenses each month is your income gap. We assist clients in achieving peace of mind by minimizing this gap and reducing their risk exposure to the stock market.
As part of the Asset Preservation Solutions Process, we’ll help you create a retirement income plan that balances:
- Monthly Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results
- Factoring in Pension Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
Annuities and Retirement
At Asset Preservation Solutions, we believe that the key to security and peace of mind in retirement is to create a predictable stream of income throughout your retirement from which you can guarantee your basic standard of living.
We believe that one of the greatest retirement tools available is the Fixed Indexed Annuity (FIA). Creating a Fixed Indexed Annuity contract that is tailored specifically to your needs is essential, and that is where we come in.
Business Owners
If you are an employer, you face many challenges today… with the rising cost of healthcare, payroll taxes, 401k benefits, and compliance (just to name a few), the challenges keep growing.
Asset Preservation Solutions and our strategic partners can help you reduce your costs in many areas that will increase your cash flow. We can address areas of your business that will be most effective in providing solutions to your company’s bottom line.
Estate Planning
Estate Planning is an often overlooked aspect of financial planning. Proper planning can leave your family with a secure and financially worry-free future. If properly structured, you can leave a family legacy that will last for generations. However, be aware that, without proper planning, the IRS will take their share of your estate, and your assets can be held up in probate for years.
At Asset Preservation Solutions, you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
Life Insurance
Use our tool below to explore your coverage options.
Medicare
With personalized guidance from Asset Preservation, we can ensure you make informed decisions tailored to your healthcare needs and financial situation by maximizing your benefits and minimizing out-of-pocket expenses.
Bookkeeping
We understand that accurate financial records are the foundation of sound financial management. Our bookkeeping services are designed to support individuals and businesses in maintaining clear and organized financial data.
Our Educational Events
RSVP Your Spot
Our educational workshops are designed to empower you toward taking the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.
UPCOMING EVENTS
Events in September–October 2024
October 15, 2024 (1 event)
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October 15, 2024Location: Benjamin Library
1530 Benjamin Parkway, Greensboro, NC 27408One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Use the form on this page to register!
October 19, 2024 (1 event)
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October 19, 2024Location: City Lake Park Meeting Room
602 W Main St, Jamestown, NC 27282One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Use the form on this page to register!
October 24, 2024 (1 event)
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October 24, 2024Location: Benjamin Library
1530 Benjamin Parkway, Greensboro, NC 27408One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Use the form on this page to register!
Download Our Guides
Retirement & Inflation Guide
What To Know And How To Prepare
In 2023, we saw a continuation of market turbulence, loosening of labor markets, and lighter inflation due to economic tightening from the Federal Reserve. Compared to a couple of years ago, you may have noticed higher prices on the items you buy every week and may be wondering if we’ll continue to see high inflation. Nobody can predict the future, so if you’re nearing or in retirement, you should aim to protect yourself from the eroding effects of inflation.
The Bucket Strategy Guide
How It Works & What It Means for Your Retirement
A retirement strategy is all about affording the lifestyle you want in your later years. For most of your life, you worked hard to save for your retirement as best you could. But now, it’s about turning those savings into an actionable plan that affords you the lifestyle you planned for as safely and efficiently as possible. You’re likely faced with these questions: What do you want your retirement to look like, and how much income do you need each year to make it happen?
The True Cost of Hidden 401(k) Fees
How Much Can Hidden Retirement Account Fees Cost You?
Do you know how much you’re paying in fees for your retirement account? Were you aware that fees are commonly charged on retirement accounts in the first place? If you have access to an employer-sponsored retirement account such as a 401(k), information about your account might be harder to access given that it’s offered through your employer and often isn’t completely in your control.
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START READING TODAY!
START READING TODAY!
START READING TODAY!
Browse Our Blog
10 Actions That Help You Pursue Financial Wellness
kirby Mack2024-09-06T20:26:57+00:00September 6th, 2024|
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control [...]
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Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than [...]
3 Important Concepts to Understand for Your Retirement
Becca Mack2024-08-14T15:12:43+00:00August 14th, 2024|
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires [...]
Contact Us
Discover what it means to have a personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Asset Preservation Solutions difference.
