The Wealth Protection Group exists to provide clients with comprehensive financial planning services, specifically geared toward generating retirement income, preserving one’s “nest egg”, and also transferring wealth to future generations. We accomplish this through sound, conservative, and ever-evolving financial management tools and techniques. Building a solid retirement is one of the greatest efforts people undertake in life, and we want each of our clients to enjoy their retirement years with peace of mind.
Since the market crash of 2008, we have noticed a sharp increase in many client’s concerns as to whether they will potentially outlive their income in retirement. The high levels of volatility around the world and uncertainty surrounding the future direction of the markets, the Middle East, the threat of higher taxes, inflation, interest rates, health care costs, and longevity risks has so many Americans searching for answers.
It is these very concerns that led to the creation of The Wealth Protection Group. Our number one concern today for clients is RISK – most importantly, that people should be taking less of it. And because of this, The Wealth Protection Group focuses exclusively on two areas:
- Creating and protecting retirement income
- Creating and protecting the wealth that clients have worked a lifetime to accumulate
The Wealth Protection Group’s mission is “to provide tomorrow’s peace of mind solutions today.” We deeply appreciate the trust and confidence that each client places in us, and we look forward to working with our clients for many years to come.
