Protect & Preserve

To develop a financial strategy for your future, it's important for your financial advisor to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies use insurance products, such as annuities, to help you meet financial goals.

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.

There's no getting around it - if you want to have a hefty retirement fund built up by the time you need it, retirement income strategies are not a luxury, they are a necessity. Though these services have a reputation for being reserved for the very wealthy, that is not the case. No matter your income level, planning for retirement is a must if you want to live out your golden years in comfort and financial security.

Many soon-to-be retirees may wonder what rising taxes mean for their retirement and the state of the money they have saved up for it, which is why it is of the utmost importance that you make tax planning a big part of your retirement strategy and financial planning.

For example, by investing in or purchasing a tax-deferred vehicle, you allow your money to compound interest without income taxes for years, which can potentially give it the opportunity to accumulate interest faster.

As we grow older, having a good life insurance plan becomes more and more important. After all, contrary to how it sounds, life insurance is not meant to protect us as much as it is put in place to take care of our families and loved ones after we are gone.

When we help our clients with their life insurance needs, we make sure to take things like replacing income and maintaining a standard of living, as well as funeral and estate costs into account, so that the people you love aren't left with a heavy financial burden after you have passed.We generally recommend seeking coverage that amounts to anywhere between five and seven times your typical income.