Protective Financial Service

Our Mission and Purpose

At Protective Financial Services, we're committed to building lasting relationships with our clients by providing high-touch, professional investment and insurance services that help them meet their financial goals. We believe in taking a holistic approach to financial planning, considering not just your investments and insurance, but also your entire financial life.

Our Team

Our team of experienced and dedicated professionals is passionate about helping you achieve financial success. We work together to understand your unique needs and goals, and to develop a personalized plan to help you reach them.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

Retirement Planning

• Developing personalized retirement plans based on your age, income, and goals
• Guidance on maximizing your contributions to IRAs and other retirement accounts
• Strategies for generating passive income in retirement

Investment Planning

• Developing diversified investment portfolios tailored to your individual goals and risk tolerance
• Regular portfolio reviews and rebalancing services
• Access to leading investment research and tools

Insurance Planning

• Comprehensive analysis of your risk exposure and insurance needs
• Recommendations for life insurance, health insurance, and other insurance products
• Assistance with filing insurance claims

Estate Planning

• Collaborative creation of estate plans such as wills, trusts, and power of attorney
• Guidance on minimizing estate taxes and maximizing the transfer of wealth to loved ones

Additional Services

• Wealth management and financial planning for high-net-worth individuals
• Tax planning and optimization strategies
• Financial education and planning workshops

Client-Centered Approach

We believe in building strong relationships with our clients. We take the time to understand your unique situation and goals, and we work collaboratively with you to develop and implement a customized plan that meets your needs. We are committed to open communication, transparency, and personalized guidance throughout the entire process.