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