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Our Client-Centered Process

Our goal at Wealth Protection Strategies is to provide you with the most informative, simple process to help you identify your financial goals and put the steps in place to help reach them. We support you every step of the way and it all begins with establishing close, trusting relationships with our clients. 

Our process begins with listening to you and ends with a solution tailored to your needs. Our goal is to help you reach your financial goals and create a legacy for the future, based upon your unique situation. The steps of our client-centered process are:


Step 1: Consultation

With our solid experience, knowledge and dedication, you can be assured that we understand your personal and business goals and translate them into customized solutions.

Step 2: Analysis

Next, our professionals will conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we leverage professionals who specialize in the areas of law, accounting, business valuation, and organizational development.

Step 3: Solutions

We understand that each person and business is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.

Step 4: Monitor & Review

We will meet with you on a regular basis to monitor your evolving needs and goals in light of the changes in the investment markets, tax laws, and personal developments. We will be there for you to guide you and make changes as your trusted financial partner.

WPS is the destination of choice for a broad spectrum of insurance and financial products from top companies in the industry. This flexibility and choice allows us to use the most appropriate protection and wealth management products to help meet our clients' needs.