Helpful Options from Conscientious Tax and Retirement Experts
In 2009, Michael Arbuckle created Preservation Associates, a small financial, tax and estate planning firm operating amid the distrust and doubt that big banks and Wall Street cast on the industry in the wake of the recession.
“Our goal is not to be like the billionaire bankers,” says Arbuckle, “but if we can keep our client’s money safe, while also being able to sleep at night knowing we’re doing the right thing, then we’ll consider our business successful.”
This philosophy is greatly influenced by his studying of classical hatha yoga for 21 weeks at the Isha Yoga Center, in Coimbatore, India.
“The time I spent in south India with Sadhguru, my instructors and my fellow yogis from all over the world was life changing in so many ways,” says Arbuckle. “I bring this new perspective into my business and my life.”
Preservation Associates specializes in tax preparation, estate and retirement planning, making sure clients have appropriate insurance, and helping individuals and families to make safe money decisions meant to provide income and sustain growth.
“We’re proud that we’ve never had a client lose money due to market volatility and have never had a complaint lodged against us,” says Arbuckle of the Better Business Bureau-accredited firm. “We simply don’t put people in a position where they lose money. I’m often able to find financial solutions for people in new ways, and it is such a joy to give people hope and optimism about their financial future."
Location: 7950 Shadeland Ave. For more information or a free consultation, call 317-579-1888 or visit PreservationAssociatesLLC.com.