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About Us

Wealth Preservation Associates is a concept as much as it is a company. Our vision is client wealth preservation, perpetuated through the generations by employing the safety and steady growth of insurance based solutions.

Health Insurance to protect from the calamity of catastrophic medical situations that have been singled out as the number one reason for personal bankruptcy in the United States.

Life Insurance to protect beneficiaries from the devastation caused by the death of the family leader. Whether that is the traditional family, or a business entity there can be insurmountable financial problems caused by that unexpected loss. We also strive to build life insurance investment strategies for clients that not only preserve the estate but offer significant cash value for the living.

Annuities to take the risk out of investment for a long term, safe yet competitive investment strategy. Annuities provide an excellent vehicle for seniors who want to continue to grow their wealth, but can not afford to start over again in a down market. Fixed Annuities and Fixed Index Annuities offer excellent benefits for beneficiaries, and provide options for long term care, and multi generational distributions. Annuities can also play an important role in a middle aged individuals diversification strategy. As Warren Buffet once said "A good investment is one that does not lose money".

Wealth Preservation Associates has some elements that may have clients wondering how an insurance solutions provider brings anything new or revolutionary to the table. The last thing we will do is hit you with the same old tired tag lines, "Give us 15 minutes" and, "You're in good hands"

First of all we're finding most of these are just that: tag lines. They create a familiarity but not a vision or a culture. Wealth Preservation Associates is an enabling organization. Wealth Preservation Associates is a concept organization. Wealth Preservation Associates is a results driven organization, and our results are measured by our client's success, which most definitely is our own.

"Protect Your Assets" "Preserve Your Wealth"

Our clients are the driving force behind who we are. We really sell nothing. We enable people to pull together elements beyond their own personal means to insure that no catastrophic or debilitating event will ruin them or their families.

We strive to create "Piece of Mind". No individual should work their whole lives to not be given the opportunity to live their retirement years in comfort; to pass on to future generations a piece of their legacy. Our clients create their legacy. We hope to preserve their wealth. Our clients build their wealth. We hope to secure it for them and their future generations.

We want our brand to be synonymous with honest, well designed, practical insurance based solutions that "Protect Your Assets" and "Preserve Your Wealth". We accomplish that by bringing together solutions from the top rated health and life insurance providers and the safest, most successful annuity providers. When we are successful so are you.

 

Insurance and Annuities
from names you can trust...


Humana, HumanaOne, United Healthcare, Cigna, Lincoln Financial Services, Genworth, Lincoln Financial, North American Life Insurance, Aviva, Allianz,
North American Annuities


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