Pursue Your Dream Life.
We can help you pursue your goals and ways to retire confidently.
About Presley Wealth Management
Presley Wealth Management was founded in 2015 with a singular purpose in mind: To help people just like you live the lives and retirements they desire and deserve.
We do this by earning trust, talking straight and treating you like family. We do it by identifying investment and insurance products to help create a strategy that is as unique as you are. We do it through regular communication and collaboration that allows us to adapt your plan to your ever-changing goals and circumstances.
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An Investment Portfolio Is Not a Retirement Plan
After a successful 35-year career with Exxon, Christy Smith’s father thought he’d done everything right to prepare for retirement. Unfortunately, not long after retiring at age 58, he quickly realized that an investment portfolio was not the same thing as a retirement plan. Christy has spent years helping others avoid the same predicament as her father. Her experiences and insights fill “Unlock Your S.M.A.R.T. Plan” where she lays out the different aspects of retirement, including:
- Optimizing Medicare coverage while developing strategies to cover long-term care needs
- Strategies to limit investment losses and keep you on track regardless of market conditions
- Proactive steps to help save money on taxes, a major retirement expense
Download the first chapter and start unlocking your dream retirement.