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Preserving your health, your wealth and the freedom to live life the way you choose.

FREEDOM IN RETIREMENT

Services

OUR SERVICES

Well Preserved is all about preserving your health. Your wealth and the freedom to live life the way you choose.  It is our privilege to serve our clients with many questions when they begin the retirement phase or in a crisis. Our Advisors have over  fifty years of experience.  If we cannot help, we know who to call

MEDICARE

Medicare is government health insurance for beneficiaries who have worked 40 quarters and are turning 65 or awarded SS disability under age 65.  Initial enrollment is very critical to be completed in a timely manner. 

OUR CLIENTS

Our clients are at the heart of everything we do. We prioritize building long-lasting relationships based on trust, integrity, and exceptional service. Discover the success stories of our clients and how we have helped them achieve financial well-being.

01

Get started in 3 easy steps

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

02

Evaluate

We would not be who we are without our eco-friendly design, which is at the core of our strategy. We are constantly working to improve our offerings and expand upon our capabilities when it comes to design and production. Get in touch to learn more.

03

Plan

We have strict standards when it comes to what we produce and never compromise on quality. This is especially true when it comes to the first-rate materials we use. Our customers deserve the highest level of products on the market, and we work tirelessly to maintain those standards.

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Medicare

WHY MAKE THESE DECISIONS ALONE?

There’s more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small, yet critical, differences between the four parts, making Medicare work for you requires more than just signing up.

LET US BE YOUR GUIDE

At Well Preserved Advisory Group, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:

  • How could my income affect my monthly Medicare premiums?

  • Do I need to sign up for Medicare Part A and B if I’m still working?

  • How can private insurance help me with the costs of Medicare?

  • How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Medicare
Financial

FINANCIAL

Your Dreams Matter

At Well Preserved Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

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GROW

Prepare for retirement by putting your hard-earned assets to work.

HOW?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

 

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

HOW?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

GIVE

Provide for the people and causes you care about the most.

HOW?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts  -  Probate Charitable  -  Giving  -  Estate Planning  -  Tax Planning

OUR TEAM

Our Team
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WHO WE ARE

The team behind Well Preserved Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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RADIO SPONSORS

Well preserved is the longest running Senior focused radio program in Oklahoma.  Each week topics are discussed to make a difference in your life.  The show offers vital information for adults ages 55+ and caregivers.  Eunice and the Well Preserved Team has made it their mission to help seniors preserve their health., wealth and the freedom to live life the way they choose!

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Sponsors
Radio
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SPONSOR OF THE WEEK!

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Clients

SUCCESS STORIES

“I have had the pleasure of working with the Well Preserved team, and I can confidently say that their dedication to their clients is unmatched. They go above and beyond to ensure financial security and peace of mind.”

Financial Advisor

Tim Avance

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