At Preservation Financial Group, we realize that there is more to life than money.
Our clients take pride in spending time with their families, helping out the community, and living each day to the fullest because life is about what we do, not what we make.
The President and founder of Preservation Financial Group, Pete has been helping local residents plan their retirement since 1987 and focuses on in the areas of IRA/401(k) distribution, tax strategies, asset protection, and retirement income planning.
Pete’s goals are to help his clients:
- Avoid needless taxation on IRAs/retirement accounts
- Protect their principal and create a retirement income
- Avoid unnecessary risks with their retirement assets
- Use income strategies to build a lasting legacy for children and grandchildren
Pete regularly conducts seminars on a variety of financial topics to help the public. He is an FSU alumnus and lives in the Tallahassee area with his wife, LeAnne, and their five children, Andrew, Anna, Arden, Christopher and Sarah. When not working to help plan the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting and spending time with his family.
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