About us

At Wealth Preservation Planning being independent affords us the ability to give unbiased advice and guidance.  We utilize non-proprietary products from a wide variety of companies to solve our clients’ needs.

Our goal is to help you grow your wealth. We deliver the resources that can best accomplish each clients’ unique goals.  We look forward to working with you.

We make the calls, do the research, compare the plans and the discuss the findings with you. We give you multiple options when choosing, what policy and company best fits you and your family’s needs.

Life insurance plays an important role in any financial plan. Thinking about financial protection and retirement can seem overwhelming, but as your life changes so does your financial situation. Unfortunately, many people do not fully understand or appreciate the value and benefits that life insurance can represent as part of a retirement plan. Here at Wealth Preservation Planning we make it easy.

Helping individuals achieve financial security by utilizing the “Predictable Partfolio” to protect, add comfort and maximize your “tax exempt” income.

Meet the Team


ChFC (Chartered Financial Consultant), MBA

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D.C., Financial Advisor

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Please contact us if you require more information