Asset Preservation

Protecting You and Your Family

Want to ensure your assets are protected for you and your family’s future? Turn to Senior Planning Services in Keene, TX. We help seniors and aging adults make smart choices when it comes to asset preservation. Our compassionate team provides dependable senior planning solutions so you can maintain the quality of life you enjoy today.

During our working years, we set aside money for retirement through a 401K, IRA, or other type retirement plan.
As retirement approaches, our risk tolerance decreases and we begin to think about keeping all the money we have accumulated rather than rapid growth which carries a higher risk.
At Senior Planning Services, we offer lifetime income annuities and qualified money rollovers so your money is safe until you decide what type income or deferral structure you desire.