Preservation Financial, LLC

Tim Philpot, MBA, CPA, PFS                               David Schoening, MBA, CPA, CFP^®

         Financial Advisor                                                        Financial Advisor

Welcome to our web site!

We are here to help you reach your financial goals…

Preserving and growing your nest egg – so that you can retire with financial dignity and peace of mind and to allow you to leave an inheritance and legacy to bless generations to come. 

For a couple aged 65, there is better than a 50% chance that one will be alive at age 90.*  People are living longer.  Have you maximized your financial plan to adequately provide for your many years of retirement?  

We help our clients avoid mistakes that can drain their wealth. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

We are here to provide you with the information and tools to make the right decisions and sleep better at night.  Call now for a free visit.

 *Source: US Annuity 2000 Basic Mortality Table, Society of Actuaries.