Robert Freilicher, Financial Planner, Center for Wealth Preservation

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

09/23/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.

09/22/2026

Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.