Asset Preservation Group
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
12312 Shelbyville Rd Ste 12312C, Louisvi...Phone Number
(502) 653-7981Website
www.apgky.comRevenue
<$5 MillionIndustry
About Asset Preservation Group
Asset Preservation Group, LLC specializes in wealth management and retirement planning, offering personalized financial advice to help clients achieve their financial goals. Led by Terry D. Higdon, a Chartered Federal Benefits Consultant, the firm focuses on wealth preservation, risk reduction, tax optimization, and asset protection. They provide a structured process called Retirement Made S.I.M.P.L.E., designed to guide clients through each stage of their retirement journey with clarity and confidence. Their target clients include families seeking to protect and grow their assets while navigating the complexities of retirement planning.Explore more
Asset Preservation Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Asset Preservation Group
<$5M
1-10
Private
-
2012
JH
Jake HigdonVice President, Data Strategy & Analytics
<$5M
1-10
Private
-
1970
JL
Joshua LeonardPresident & Chief Compliance Officer & Investment Advisor & Representative
Asset Preservation Group Tech Stack
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Asset Preservation Group, LLC specializes in wealth management and retirement planning, offering personalized financial advice to help clients achieve their financial goals. Led by Terry D. Higdon, a Chartered Federal Benefits Consultant, the firm focuses on wealth preservation, risk reduction, tax optimization, and asset protection. They provide a... Read More
