Asset Preservation Group, LLC is a family-owned financial services firm in Louisville, Kentucky, focused on helping families manage wealth and prepare for retirement. Led by Investment Adviser Representative Terry, the firm takes a personalized approach to helping clients protect and grow their assets, clarify their goals, and build retirement plans around their aspirations. Its Retirement Made S.I.M.P.L.E. process guides clients from envisioning retirement through creating actionable plans and ongoing monitoring intended to help keep those plans on track.

The firm offers retirement planning and financial advisory services, as well as insurance products through its insurance business. Investment advisory products and services are offered through AE Wealth Management, LLC, a registered investment adviser; insurance products are separate and are not subject to investment adviser requirements. Asset Preservation Group also provides educational resources, including the books Federal Retirement Made S.I.M.P.L.E. and Retirement Made S.I.M.P.L.E., and an online tool for estimating potential retirement tax bills. Prospective clients can request a free, no-obligation consultation to discuss their financial goals.