We believe in a Proactive Investment Process

  • - Wealth preservation – exit strategies
  • - Income Generation
  • - IRA Specialist, IRA Inc.
  • - Insurance and Risk Management

At any moment you face a variety of risks – Risks to your life, your health, and your assets. Most of these can't be eliminated, but you can act to provide safeguards against the resulting financial losses.

At Protective Financial Services we use both annuities and life insurance to create strategies that achieve exactly what you want – contractually guaranteed. Annuities are, in fact, life insurance products. Since annuities, and therefore life insurance products, are our sole focus, you can be sure we are completely immersed in separating the very best of these products from the myriad available.