Our Mission Statement

Our Mission

Our mission is to partner with our clients and their families in their pursuit of their financial goals.  Our promise is to provide honest, professional advice, while assisting our clients and their families in reaching their goals.

Our Beliefs

At Preservation 1 st Financial Group, LLC, we believe in providing solutions for our clients and their families relating to (but not limited to) retirement planning, income maximization, wealth transfer, and tax minimization.

We believe it is our duty to communicate our recommendations and strategies to our clients in ways that they can understand.  It is our belief that a skilled financial advisor can help his or her client truly understand what steps they are taking during the financial planning process. 

We believe continuous education and improvement is important in areas that affect our clients' financial health. This goes for both our advisors and our clients. We believe in educating our clients in issues that can affect them during retirement and/or jeopardize the legacy they wish to leave to their heirs. We want to advise our clients, yet let them make their own decisions. We believe an educated client is the best client.

We know we will be unable to help everyone. If we are unable to help you, we will do our best to direct you to someone who may be better suited to work with you.

We believe a happy client is our best source for new business. The financial service industry is very competitive and we have made a name for ourselves by providing sound advice and spectacular service. We grow our business when our clients refer us to their friends and families. Our clients feel comfortable referring us to their friends and families because they know we always have our clients' best interests in mind when making recommendations.