Products and Services

Wealth Protection Strategies offers a wide variety of products and services for individuals and businesses. We begin with our client-centered process, where we take the time necessary to get to know you and your unique financial situation. Only after we understand our clients’ needs do we begin designing solutions and offer the products that will help reach their goals.

We offer a wide range of customized solutions for individual and business needs using products across the top companies in the financial industry. Some of our products and services include:

  • Asset Preservation
  • Life Insurance
  • Wealth Protection & Transfer 
  • Estate Conservation
  • Mutual Funds
  • Annuities
  • Educational Funding Strategies
  • Protecting Families with Special Needs
  • Long Term Care Insurance
  • Mortgage Protection
  • Buy/Sell Life Coverage
  • Key Person Life Insurance
  • Business Succession Solutions
  • Premium Financed Life Insurance
  • Tax-Deferred Investments