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Holistic Financial Planning with Protect & Preserve
At Protect & Preserve Inc., we believe your financial life should work together — not in pieces. With this value in mind, our mission is to provide integrated, personalized, and forward-thinking wealth management and financial planning in Galloway, NJ, through a powerful and accessible model we call the Virtual Family Office.
Unlike traditional financial firms that only focus on one piece of your financial picture — like investments or insurance — we bring together five essential disciplines under one roof:
- Wealth Management
- Tax Planning
- Risk Mitigation
- Legal Services
- Business Advisory
So whether you’re preparing for retirement, navigating your post-career years, managing business assets, or simply looking for smarter financial guidance, we’re here to deliver holistic financial services in Galloway, NJ — with the flexibility of virtual consultations available wherever you are.
Discover Your Dream Score Analysis
Unlock your financial potential with our complimentary Dream Score Analysis. This personalized assessment evaluates your financial goals and provides tailored projections to help you achieve your dreams. During your free consultation, we’ll guide you through the results and outline clear steps to optimize your savings and investments. Start building your future today!
A Virtual Family Office for Retirees, Pre-Retirees, & High-Net-Worth Individuals
If you’ve ever felt like you’re juggling too many advisors — your CPA over here, your investment guy over there, and your insurance agent somewhere else — we get it. The traditional approach to financial planning is fragmented. And when your professionals don’t talk to each other, your strategy suffers.
Our Virtual Family Office model solves that.
Inspired by the elite-level financial services offered to ultra-high-net-worth families, our model coordinates expert input across multiple disciplines into one cohesive plan. But unlike those exclusive firms, we’ve made this approach accessible to everyday high-net-worth individuals, retirees, pre-retirees, and small business owners throughout Galloway, NJ, and beyond.
Who We Serve
We work with clients who want more than basic investment advice. They want guidance, clarity, and confidence. Our services are ideal for:
- Retirees & Pre-Retirees: Looking to protect their savings, generate steady income, and avoid unnecessary tax burdens.
- High-Net-Worth Individuals & Families: Seeking comprehensive financial planning with attention to legacy and risk.
- Business Owners: Who want to protect personal assets, plan for succession, and make tax-smart decisions.
Whether you live in Galloway, NJ, somewhere nearby in South Jersey, or prefer to work with us virtually from wherever you’re located, we’ll meet you where you are — literally and financially.
The Five Pillars of Our Virtual Family Office
Our planning model is centered on collaboration, proactive strategy, and client-focused service. Here’s how each discipline supports your broader financial goals:
Wealth Management
We help you invest and grow your assets with purpose and precision. Our approach is conservative, tax-aware, and tailored to your risk tolerance and retirement goals. We don’t chase trends — we build portfolios and strategies aligned with your life and timeline.
Tax Planning
Taxes are one of the largest expenses you’ll face in retirement. We integrate year-round, proactive tax strategies into your plan to help reduce liabilities, preserve more wealth, and keep surprises at bay. We coordinate closely with your CPA or legal team — or bring in trusted professionals if needed.
Risk Mitigation
Risk isn’t just about market dips. It’s about legal exposure, liability, longevity, and even health issues. We help clients protect against those risks using tools like life insurance, asset protection strategies, long-term care planning, and more.
Legal Services
From estate plans and trusts to business agreements and asset protection structures, we work with legal professionals to ensure your wealth is legally safeguarded. That way, your intentions are protected — and your legacy is preserved.
Business Advisory
Business ownership adds a layer of complexity to your financial life. We help small business owners optimize their structures, manage cash flow, reduce tax exposure, and prepare for transitions — whether that’s a sale, succession plan, or exit strategy.
Retirement Planning with Confidence
Retirement should be a time of freedom, not fear. Our team specializes in retirement planning in Galloway, NJ, designing personalized income strategies that protect against market volatility, inflation, and outliving your savings.
Using a combination of tax-advantaged investment options, fixed index annuities, guaranteed income tools, and Social Security optimization, we help ensure you have a plan that supports your lifestyle and legacy goals — without relying on unpredictable market conditions. Our retirement strategies include:
- Income planning with annuities and withdrawal sequencing
- Required minimum distribution (RMD) management
- Roth conversion strategies for tax efficiency
- Long-term care planning and Medicare integration
- Survivor benefit planning for spouses and heirs
Why Clients Choose Protect & Preserve
Here’s what sets us apart from other firms:
- True Integration: We don’t just refer you to outside experts — we coordinate with them and help manage the moving parts for you.
- Local & Accessible: While we’re proudly based in Galloway, NJ, our virtual setup means we can serve clients anywhere in the region or beyond.
- Proactive Planning: We don’t wait for tax season or market dips. Our planning is year-round, forward-looking, and built to adapt.
- Client-Focused: We tailor everything to you — not just your finances, but your values, lifestyle, and goals.
Our process is grounded in real relationships and practical planning. You’ll never be just a number or a policy — we work with you like we would with our own family.
Start with a Conversation
Not a Sales Pitch
Financial planning doesn’t have to be overwhelming. Our first step is always a conversation. We’ll learn about your current financial picture, your goals, and what’s keeping you up at night. Then we’ll outline how we can help — no pressure, no pushy sales tactics.
Whether you’re a retiree living in a quiet neighborhood off Jimmie Leeds Road, a business owner managing assets throughout Atlantic County, or a family planning for the next generation, we’re here to help you make smarter, more confident financial decisions.
Proudly Serving
Absecon, NJ / Egg Harbor Township, NJ / Galloway, NJ / Hammonton, NJ / Mays Landing, NJ / Northfield, NJ / Pleasantville, NJ / Stafford Township, NJ
Frequently Asked Questions
What exactly is a Virtual Family Office?
Do I need to live in Galloway to work with you?
Are your services only for high-net-worth clients?
How do you charge for your services?
Let’s Build a Financial Plan that Works for Your Whole Life
At Protect & Preserve Inc., we go beyond investments. We help you connect the dots across your financial world — bringing together wealth management, tax strategies, risk planning, legal services, and business advice into a clear, proactive roadmap. With a focus on retirement planning, legacy protection, and financial peace of mind, we’re proud to serve Galloway, NJ, and clients across the region — both in person and virtually. So if you’re ready to take the stress out of managing your financial future, reach out today to schedule your complimentary consultation. Let’s protect what you’ve built and preserve what matters most.