Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

To Protect & Preserve Your Retirement

Protect and Preserve Inc.’s mission is to assist our clients in becoming clear and excited about their financial lives. We are dedicated to helping our clients take actions that are in their best interest, to build financial security for themselves and generations to come. We are legacy builders—promoting financial freedom, independence, and generosity as the bedrock of a truly great society. With so many investment and insurance products available today, it’s important to work with a financial professional with specific expertise in insurance and annuities.