Financial Management Services

Our financial management services include:

Savings

Secure your financial future with a tailored savings strategy from Preston Investments. We help you prioritize your goals, efficiently allocate your income, and maximize your ability to save for the short and long term. Whether you’re safeguarding for retirement, education, or unexpected expenses, our savings guidance is all about turning aspirations into achievements.

Tax Planning

Take control of your tax obligations with strategic tax planning. At Preston Investments, we analyze your financial situation to identify tax-saving opportunities and create plans that minimize your liabilities. From personal taxes to business tax strategies, we’re here to simplify the process and help you retain more of your hard-earned money.

Succession Planning

Ensure your legacy is well-prepared with our succession planning services. Whether for personal wealth or your business, we’ll help you identify your goals, create a structured transfer plan, and outline measures that preserve continuity for generations to come. With Preston Investments, succession is not just about continuity—it’s about peace of mind.

Financial Planning

At Preston Investments, holistic financial planning is our priority. From budgeting strategies and investment recommendations to comprehensive long-term goal setting, we provide a roadmap for financial growth and stability. Let us help you make informed decisions to achieve your dreams and safeguard against unforeseen challenges.

Business Succession Planning

Protect your business’s future and ensure a smooth transition when it’s time to pass the torch. Preston Investments specializes in personalized business succession planning that maintains your company’s success while preserving its values. Whether planning for retirement or unexpected events, let us set your business up for an enduring legacy.

Estate Planning

Preserve your wealth for future generations with expert estate planning services. We’ll assist you in managing your assets, minimizing estate taxes, and ensuring your wishes are carried out. With Preston Investments by your side, your estate will remain secure every step of the way.

Revocable Living Trusts

Take control of your assets with a revocable living trust. This versatile tool helps you manage your estate during your lifetime while ensuring smooth asset distribution after you’re gone. Preston Investments can help you establish a trust that protects your financial legacy while providing flexibility for your changing needs.

Last Wills & Testaments

Drafting a last will and testament is a fundamental step toward protecting your family’s future. With Preston Investments, we’ll guide you through the process to ensure your assets are distributed according to your wishes while minimizing potential disputes or delays.

Living Wills

Prepare for life’s uncertainties with a living will tailored to your healthcare wishes. Preston Investments will help you define your medical care preferences in advance, so your loved ones are supported when tough decisions arise, ensuring peace of mind for you and your family.

Power of Attorneys

Designate trusted individuals to make financial or medical decisions on your behalf with professional assistance from Preston Investments. We’ll help you create power of attorney documents that align with your unique needs, ensuring your affairs are managed seamlessly if you’re unable to do so yourself.

We offer results-driven financial services that meet your immediate and future needs while saving you time. Let us help you carefully consider and manage all of these areas, no matter what the future may hold.