Income & Asset Preservation’s mission is to serve our clients in all areas of their financial needs including asset protection, tax planning and investments. We call this “Complete Benefits of Ownership” or C.B.O. Our primary focus is helping clients to protect assets, qualify for state & federal benefits and preserve investment funds with guaranteed* growth and income.
StephenB.Leitzell,CLU,RICP,ChFC,CFP,isawell-knownfinan cialadvisorwithhisofficebasedin Easley, SC. And is Founder of Income & Asset Preservation, LLC, he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and President of Life Investment Planning, Inc. and Asset & Income Management, Inc. (AIM).
Steve founded the Income & Asset Preservation, LLC to be a holistic full service estate, retirement, and financial planning company. The strength of the company lies with the advisors’ mentality to service every type of client, large or small. Steve was able to incorporate his vision of creating the ultimate structure in financial products to best serve his clients’ ever-growing financial needs.
Steve is a Certified Financial Planner. Ag raduate of Rutgers University with a degree in Business and Economics, Steve has passed 28 rigorous exams earning professional designations as a Retirement Income Certified Professional, Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, in 2021 Federal Retirement Consultant, and Security Registrations 6, 7, 22, 63 and 65. Steve was the recipient of the prestigious 2012, 2019, and 2022 Five Star Wealth Managers Award. He has been featured in articles and been a contributing author. Steve has been helping clients with investment, estate, education and retirement planning since 1978. He has spoken before industry groups and given seminars on estate planning, retirement planning, financial planning, and investment and income allocation strategies.