About

Our Mission

For us, what we do is quite simple.  We’re here to walk down this road with you, helping you protect and preserve your lifestyle through the retirement years.  Our plans are all individually tailored to meet the diverse needs of our clients, and our conservative approach and faith-based ethics have led to consistent, effective results as well as a trusted and respected name in and beyond our community.

The Company

Preservation Financial Management is a small company with a family approach, which we believe is a large part of why we’ve been so successful in what we do.  The family approach to business means that our focus is always on relationships.  In fact, we view every member of our team first and foremost as a relationship specialist.  Any specialties that we have come secondary to our desire to build trusting, lasting relationships with our clients.  When you work with us, you truly are family.

Nonetheless, we do not discount knowledge or expertise; having over 24 years experience in the financial industry is something we’re proud of as well.  It is this knowledge and expertise that has helped us build the reputation as one of the top financial advisory firms in the area.  We are committed to maintaining that position and always strive to give honest, unbiased financial advise.  Furthermore, we work hard to stay at the forefront of any changes in laws, policies, or current events that will have an impact on the financial landscape so we can best serve our clients.

Our Clients

If you are 45 years of age or older, would like to have an honest, trusting relationship with your financial advisors, and are serious about the big picture, give us a call.  We would love to discuss your goals, dreams, lifestyle, and more as we develop a plan that will work best for you.  We look forward to hearing from you!