Protect & Preserve

At Protect and Preserve Inc, we pride ourselves on being a forward-thinking financial planning firm that offers a comprehensive range of services designed to help individuals, families, and businesses achieve their financial goals. Our team of experienced financial advisors and experts are dedicated to providing personalized guidance and support to help our clients navigate the complex world of finance.

Our Services

Our services are designed to provide a holistic approach to financial planning, taking into account every aspect of our clients' financial lives. We offer a wide range of services, including:

• Retirement Income Strategies: We help our clients develop a sustainable income stream in retirement, ensuring they can maintain their lifestyle and achieve their long-term goals.
• Tax Minimization Strategies: Our team of experts helps clients minimize their tax liability, ensuring they keep more of their hard-earned money.
• Life Insurance and Asset Protection: We provide guidance on life insurance and asset protection strategies to ensure our clients' loved ones are protected and their assets are secure.
• Annuities and VFO Services: Our team helps clients navigate the complex world of annuities and virtual family office services, ensuring they make informed decisions about their financial futures.
• Wealth Management: We offer comprehensive wealth management services, including investment planning, portfolio management, and risk management.
• Tax Planning: Our experts provide guidance on tax planning strategies, ensuring our clients are taking advantage of every available tax saving opportunity.
• Legal Services: We offer legal services, including estate planning, wills, and trusts, to ensure our clients' legal affairs are in order.
• Risk Mitigation: Our team helps clients identify and manage risks, ensuring they are protected from potential financial pitfalls.
• Business Advisory: We provide business advisory services, including business planning, succession planning, and exit strategies, to help business owners achieve their goals.

Our Approach

At Protect and Preserve Inc, we take a proactive and holistic approach to financial planning. We believe that every client deserves a personalized approach, tailored to their unique needs and goals. Our team of experts works closely with each client to develop a comprehensive financial plan that takes into account every aspect of their financial lives. We recognize that every client is unique, and our approach is designed to provide a bespoke solution that meets their individual needs.

Our Team

Our team is comprised of experienced financial advisors, experts, and professionals who are dedicated to providing exceptional service and guidance to our clients. Our team includes:

• Advisory Services Team: Our team of financial advisors and experts provide personalized guidance and support to our clients.
• Proactive Planning Team: Our proactive planning team helps clients develop a comprehensive financial plan that takes into account every aspect of their financial lives.
• Virtual Family Office: Our virtual family office team provides expert guidance and support in areas such as tax planning, legal services, risk mitigation, wealth management, and business advisory services.