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Western MA & Northern CT

Tailored retirement planning you can count on.

A retirement-focused planning firm in East Windsor, working with families across Western Massachusetts and Northern Connecticut on the decisions that turn savings into income.
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How sure are you that your lifelong savings can produce lifetime income?

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Designed for You

Retirement decisions can feel permanent, and the pressure to get every move right wears on you.

There’s a good chance you’re trying to connect Social Security, tax minimization, and investments into one workable plan, and that you’d like straight answers without the confusion. If that’s you, you’re in the right place.

One retirement strategy, with your priorities at the center.

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What We Do

Your retirement decisions are connected. We treat them that way, so each one supports the rest and you can move ahead with confidence.

Retirement Income Planning
Mapping out a paycheck replacement strategy for retirement.
Social Security Optimization
So you can think through the timing with real numbers, not guesses.
Tax Minimization for Retirement Income
Reducing the tax bill you don’t need to be paying over time.
Legacy Planning
Protecting what you want to pass on, and to whom.

What should you expect when working with us?

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What We Do

You can expect a steady, no-pressure process built around clear communication and practical next steps.

1.

We listen first and build around your goals.

2.

We explain recommendations in plain language.

3.

We move at a pace that helps you feel informed, not rushed.

What should you expect when working with us?

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How We Help

A steady process. Clear communication and practical next steps.

1

Listen

We listen first and build around your goals.

2

Clarity

We explain recommendations the way we’d explain them to family.

3

Ease

We move at a pace that helps you feel informed, not rushed.

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Shawn Wrisley

President

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Meet the Founder

Shawn Wrisley, President of Wealth Preservation Group, has spent 12 years helping people work through the retirement decisions that shape the rest of their lives. He grew up watching what financial stress can do to a family, and now helps build plans designed to take that worry off the table. His meetings keep coming back to three plain questions: What is this? What does it do? What does it mean for you?

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Events

Local sessions, honest answers to pressing questions.

We host informational retirement sessions that provide practical guidance you can use right away, whether or not you become a client. See upcoming opportunities and what to expect.

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We got it.

Thank you for contacting us.
We’ll get back to you as soon as possible.

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Schedule Retirement Clarity Call

Let’s make your next retirement decision a clear one.

We kick things off with a quick conversation about what matters most to you, and there’s no cost to find out whether we’re a fit.

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