We Believe that the Best Way to Make Money is to Avoid Losing it in the First Place®
What’s your Risk Tolerance?
Protect. Grow. Thrive.
At Wealth Protection Advisory, we’re more than just a financial planning firm — we’re your strategic partner in building a secure financial future. As a CPA Team-Based Consultant and Fiduciary, we are legally and ethically bound to act in your best interests, ensuring that every decision we make is aligned with your goals.
We specialize in Risk-Managed Retirement and Small Business Planning Solutions designed to safeguard your wealth while maximizing growth opportunities.
Our boutique firm delivers the kind of high-touch, personalized service that’s hard to find in larger institutions. We are part of an elite “Brain Trust” network — a hand-selected team of industry-leading experts — giving you access to some of the most sophisticated and compliant financial strategies available today.
Risk Managed Retirement Solutions
Retirement & Tax Planning
Our approach to retirement and tax planning is a collaborative team approach. We work with your tax professional to maximize your retirement planning. Learn to “Pay Yourself First”, a concept often overlooked by most advisors.
Professional Managed Portfolios
In today’s rapidly changing global economy, it is CRITICAL to defend against the devastating impact large losses can have on the long-term growth of an investment portfolio. Our Approach is to diversify over multiple risk controlled strategies, not just asset classes to help minimize downside risk and avoid devastating losses.
7% Guaranteed Payment for Life
Fixed Income Annuities with lifetime income riders can grow up to 7% during the buildup phase under the LIBR rider regardless of the ups and downs of the market. Fixed Income Annuities with Lifetime Income Benefit Riders can provide a fixed Payment for life.
Tax-Free Retirement Income
Indexed Universal Life can be an alternate or supplemental retirement strategy that can provide a TAX-FREE income stream. It is a concept that most people and advisors are not very familiar with.
Social Security
One of the most important decisions you will make in retirement is how and when to take your Social Security benefits. Social Security accounts for 40 – 60% of most people’s retirement income. Making the right choices could mean a difference of over $100,000 in a lifetime,
Tailored Strategies
for Lasting Security
financial planning
goals
