Wealth Preservation Associates

Wealth Preservation Associates is a company built on the foundation of protecting and preserving our clients' wealth, providing them with a sense of security and peace of mind. With over a decade of experience, we have established ourselves as a trusted partner in helping individuals and families achieve their financial goals.

Our Services

At Wealth Preservation Associates, we understand the importance of protecting and preserving one's wealth. That's why we offer a range of services designed to meet the unique needs of our clients.

Medicare

As a Medicare-authorized agency, we assist our clients in navigating the complex world of Medicare, providing them with access to private insurance company Medicare offerings, including Medicare Supplements, Medicare Advantage, and Part D Drug plans. We understand the importance of having the right Medicare coverage to protect against catastrophic medical situations that can have a devastating impact on one's financial well-being.

Health Insurance

In addition to Medicare, we also offer private health insurance options, including Obamacare, Individual Insurance, Short-Term coverage, Group Insurance, Accident, Hospital Indemnity, Dental, and Vision. Our goal is to provide our clients with the right coverage to protect them against unexpected medical expenses.

Life Insurance

We understand the devastating impact that the death of a loved one can have on a family's financial security. That's why we offer a range of life insurance options, including term life, universal life, and whole life insurance. Our goal is to help our clients protect their beneficiaries from the financial burden of an untimely death.

Annuities

Wealth Preservation Associates also offers a range of annuity options, designed to provide a predictable income stream in retirement. Our annuities are designed to mitigate the risk of investing for the long-term, offering a safe and competitive investment strategy. Whether you're preparing for retirement or simply looking to diversify your investment portfolio, our annuity options can help you achieve your financial goals.

Core Values

At Wealth Preservation Associates, we believe that our core values are the foundation of our success. We believe in the importance of trust, relationship, advocacy, education, and communication. We prioritize transparency and honesty in all of our interactions with our clients, and we are dedicated to providing them with the best possible service.

Mission Statement

Our mission is to empower our clients with the knowledge and resources they need to protect and preserve their wealth, providing them with peace of mind and financial security. We are dedicated to building long-term relationships with our clients, and we are committed to providing them with personalized service and expert guidance.

About Our Founder

Our founder has over a decade of experience in the financial services industry, and has a deep understanding of the complex world of insurance and financial planning. With a passion for helping others achieve their financial goals, our founder is dedicated to providing his clients with the best possible service and guidance.