Our Firm
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About Us
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Independence and Objectivity
The team approach at Preservation Financial is independent and objective. We can provide financial solutions from over 100 insurance and investment companies. We continually look for the best products and solutions in every category to provide for our clients. We work with many investment analysts to provide our clients with sound advice. We work with many attorneys and CPAs to coordinate legal and tax advice and services. Our clients know that they are well taken care of when they trust our team to handle their financial issues.
Personal Comprehensive Approach
Because of our various credentials and breadth of experience, we take a personal comprehensive approach to developing financial strategies, risk management and investment advice. We are able to look at our client’s situation from many different points of view to develop the best custom solution to their needs.
Many Years of Financial and Business Experience
The Preservation Financial team has many years of financial and business experience. This quantity and quality of experience provides our clients with the peace of mind that they have considered all facets of their situation, considered the economy and marketplace and provided the best available financial solutions specific to their needs.
Performance
Our credentials, experience, independence, objectivity, team work, and comprehensive approach combine to allow us to provide a very high level of service to our clients.
We help our clients avoid mistakes that can drain retirement savings. 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.
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| Our Mission |
- Help you select the proper investment program for you, your family and your heirs.
- Customize a retirement income program that will last as long as you do.
- Provide you with safe, secure, investment opportunities.
- Make all information easy-to-follow, in real words you can understand.
- Treat you with the dignity you deserve, while always earning your respect.
- Maintain an environment of personal trust and confidence.
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Personal Biographies
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Tim Philpot, MBA, CPA, PFS
Financial Advisor
Tim's career began as a CPA with Peat, Marwick, Mitchell & Co. After public accounting, Tim had a career in health care which lasted 25 years. The last 18 years of his health care career were spent as President/CEO of a hospital and major health care system. In 1996 Tim left health care to provide insurance plans and financial solutions for business owners. This business is now expanded and combined into our current financial advisory firm.
Tim's years of accounting, health care and insurance experience uniquely provide Tim with comprehensive insight into the financial and health care needs of retirees. Tim is also certified by the American Institute of CPAs as a Personal Financial Specialist.
Tim applies his knowledge of life insurance & annuity products along with his understanding of active money management programs to help people with their investment programs. Additionally, Tim works with the Attorneys for clients in developing and implementing appropriate estate plans.
Tim is a sought after speaker and an adjunct faculty member of the University of Texas at Arlington (UTA) College of Business. His business experience is invaluable to the many business owners who have become his clients.
Business owners face unique situations with respect to their accumulation and management of their base of wealth. Most often, the owner's business will constitute the greatest portion of their base of wealth and therefore if the business becomes more profitable automatically the owner's base of wealth is improved. Tim applies his extensive knowledge of employee benefit programs to help his business clients with cost effective strategies in the area of their employee benefit programs with the result that the owner's net worth is positively impacted.
Education:
Credentials & Licenses:
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David Schoening, MBA, CPA, CFP®
Financial Advisor
David’s 24 year career includes public tax accounting, entrepreneurship, and financial management in insurance and healthcare companies. While serving as Chief Financial Officer of a home healthcare organization, David gained an appreciation for the health and financial issues faced by seniors in retirement. He has seen firsthand the financial ruin of those who failed to plan adequately, so he decided to do something about it.
As a CFP® practitioner, David now devotes himself to helping those in the prime of life to apply proven financial strategies to avoid pitfalls and secure their future financially, resulting in peace of mind.
David provides a free financial review service for individuals that includes a review of retirement needs and goals, review of insurance needs and current policies, investment of savings, and tax issues facing individuals. He also coordinates the development of desired wills and trusts with your attorney so that these documents are consistent with your overall financial goals.
David regularly attends training and continuing education to maintain his numerous credentials and licenses.
Education:
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Masters in Business Administration from University of Texas at Arlington
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BSBA degree in Accounting from the University of Nebraska
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CFP® Professional Education Program, College for Financial Planning, Denver
Credentials & Licenses:
- CPA – Texas*
- CFP®
- NASD Securities Registration
- General Securities (Series 7)
- Registered Investment Advisor Representative (Series 66)
- Insurance – General Lines Agent for Life, Accident, and Health
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Memberships:
American Institute of Certified Public Accountants
Texas
Fort Worth Chapter of Certified Public Accountants
Christian Financial Professionals Network
Society of Certified Public Accountants
*David is also licensed to practice public accounting in Texas under the licensed firm name of David Schoening, CPA, PC
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