Cleveland, OH retirement planning & Wealth management services

Get Retirement Ready with

Preservation Retirement Services

Retirement planning can seem overwhelming, but it doesn’t have to be. At Preservation Retirement Services, we provide clear, personalized strategies to help you protect your financial future and Get Retirement Ready. Take the first step today—schedule your free appointment!

financial Professionals in North Olmsted, OH

Why Work With Us?

Our goal at Preservation Retirement Services is to help free you from worrying about your money in retirement, giving you more time to spend on the things that really matter to you and bring you joy—whether that’s traveling the globe, spending time with grandchildren, or devoting time to your hobbies or favorite causes.


We’re not just financial professionals. We’re partners in your journey. Here’s what helps set us apart:

Retirement
Specialists

Retirement isn’t just part of what we do—it’s our specialty. We focus exclusively on helping individuals plan for a stable and fulfilling retirement.

Tailored

Strategies

Every retirement plan is unique, just like you. We take the time to understand your lifestyle and goals to craft a plan designed for your future.

Honest

Guidance

We cut through the financial jargon to deliver clear, transparent strategies that help empower you to make informed decisions.

Informational
Approach

From our TV shows to informational seminars, we’re committed to helping you understand your options so you can move forward with confidence.

take control of your finances

Get Straightforward Retirement Strategies for a Confident Future

Whether you’re just starting to plan or need to refine your current approach, our services are designed to meet your unique needs:

Annuities

Financial Services

Retirement Planning

Women & Finance

Medicare

Estate Planning

What our clients are saying about us.

At Preservation Retirement Services, we’re proud to help individuals and families achieve their retirement goals with confidence. Here’s what some of our clients have to say about their experience working with us:

Tim and Laura have been great. They truly listen to you and your story and then present the best plan for you.

Randy N.

Preservations Retirement Services is the only company we trust with our investments.Tim and Laura are very knowledgeable on all subjects dealing with investing. They have a very efficient staff who make you feel like family whenever you call or visit the office. Highly recommend their services.

Heidi S.

Great company to aid you in securing your finances for retirement. Everyone there provides excellent customer service! I can highly recommend working with them.

Frank H.

Tim and Laura are amazing! Their staff are caring and the experience is very personal. I cannot praise them and their team enough.

Candra B.

Preservations Retirement Services is the only company we trust with our investments.Tim and Laura are very knowledgeable on all subjects dealing with investing. They have a very efficient staff who make you feel like family whenever you call or visit the office. Highly recommend their services.

Heidi S.

We've been with them for a couple years and appreciate their attention to our financial needs. They are helpful, friendly, accurate, and available whenever I have questions. I highly recommend them to anyone who needs the financial truth.

Eric N.

Tim and Laura are amazing! Their staff are caring and the experience is very personal. I cannot praise them and their team enough.

Candra

Great decision to move from Fidelity to Preservation Retirement. Tim and Laura earned my business.

Katie S.

Great company to aid you in securing your finances for retirement. Everyone there provides excellent customer service! I can highly recommend working with them.

Frank H.

We have trusted Tim and Laura with our retirement investments for over four years and they have done an amazing job. We most appreciate their high levels of communication and accessibility. They are great at answering any questions that we may have at any time. Their team is friendly and truly care about our satisfaction. We are thankful for them.

Annie D.

I love how Preservation Retirement is engaged with their clients throughout the year.

Gerrie G.

Tim and Laura have been great. They truly listen to you and your story and then present the best plan for you.

Randy N.

Completely thrilled to have my retirement future planned in a manner that I'm completely on board with!!!

Michael B.

Tim took great care of me and will do everything to make the most of your investment. Very personable and knowledgeable.

David N.

We love Tim and Laura and trust them with our finances.

Mary L.

Personable, Knowledgeable, and Excellent customer service. Just great people to help invest your money for retirement.

Andrea T.

Love the team and how they manage my portfolios!

Eureka H.
As hosts of Retirement Ready TV and founders of Preservation Retirement Services, Tim and Laura Schultz are passionate about helping individuals achieve their retirement goals. With a personalized approach and decades of expertise, they make retirement planning simple, clear, and focused on what matters most—your future.

A Team Dedicated to Your Financial Success

Meet Tim & Laura Schultz

It's prime time for a retirement strategy

Through our TV show and available resources, we’re passionate about helping individuals take control of their financial future. By helping to break down complex topics into clear, actionable strategies, we aim to provide the guidance and confidence you need to navigate retirement planning with ease.

As Seen On Leading Media Outlets

tune in weekly for retirement planning insights and advice

Tune In to Retirement Ready TV on Fox 8 News

Join Tim and Laura Schultz on Retirement Ready, airing Saturdays at 10:30 AM on Fox 8 News, where we discuss methods for a successful retirement. Discover strategies to help protect your wealth, maximize your retirement income, and create a confident financial future—all from the comfort of your home.

Women & Finance

Over the course of their lives, many women feel like their needs come in second, third, or even fourth place behind a partner, children, employer and now, grandchildren and aging parents. At Preservation Retirement Services, we give you permission to stop for a minute and focus on yourself, especially your financial and retirement needs.


Women in the U.S. typically out live men by about 6 years. Statistically, you will eventually have to be the CFO of your household.


Navigating financial decisions as a woman can come with unique challenges and opportunities—and having a dedicated advisor who understands your perspective can make all the difference. Laura Schultz is passionate about helping empower women to take control of their financial future, offering personalized guidance tailored to your needs and goals.

A Simple, Clear Plan for a Confident retirement

Get Your Retirement Ready Roadmap

At Preservation Retirement Services, we believe a confident retirement starts with a clear plan. Through our time-tested process, our step-by-step approach is designed to address risks, optimize taxes, allocate assets, and provide efficient income distribution, to help you retire with clarity and confidence.

Your Dream Retirement

Your Roadmap

Confidence & Stability

With our Retirement Ready Roadmap, there’s no more staring at a stack of statements wondering if your retirement is on track. We designed our Retirement Ready Roadmap with our clients in mind. It’s a written retirement plan that’s simple, understandable, and in plain English so you can understand exactly how to reach your goals in retirement.

Your Future Starts With a Simple Action

Take the First Step Toward Your Retirement

At Preservation Retirement Services, we’re here to guide you every step of the way. Whether you’re ready to meet with us, attend a seminar, or explore our resources, taking the first step today puts you closer to the stable and confident retirement you deserve.

Attend a Local Retirement Planning Seminar

Join one of our local seminars to gain insights into retirement strategies, tax minimization planning, and wealth management directly from Tim and Laura Schultz.

Schedule an Introductory Call with Our Team

Connect with us for a discovery call to discuss your goals, ask questions, and see if we’re the right fit to help you plan your retirement.

Get Your Free

Retirement Ready Toolkit

Discover comprehensive strategies used by hundreds of retirees to help protect their financial future, minimize tax burdens, and leave a lasting legacy.