Preservation Financial is here to connect you with what you love in life.

We believe that clients and their advisors should get along and work as a team because good financial planning and investment management isn’t completed overnight.

Sign up for a complimentary consultation and book.

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.

Pete Tychsen

Pete Tychsen

The President and founder of Preservation Financial Group, Pete has been helping local residents plan their retirement since 1987 and specializes in the areas of IRA/401(k) distribution, tax strategies, asset protection, and retirement income planning.

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Pete’s approach has helped 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 secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting and spending time with his family.

Here’s how we work.

Each client goes through a thorough step-by-step process.

During this process I really get to know my clients. We help them identify their strengths, challenges and opportunities for achieving their financial goals.

Clients will be able to use the latest technology,

which allows 24/7 access to all of their accounts, summarized into one user friendly platform. No more logging into several different online accounts to see the balances of all your investments.

Our clients deserve the latest technologies, so we are constantly exploring and investing in new platforms.

Because of this, our planning approach tends to be more proactive than what most people are familiar with.

Upon completion of our process,

the client will receive a custom financial plan, as well as an investment strategy that is uniquely developed for them. These are primarily built around life events, typically retirement, but they might also include wealth transfer, risk management, and asset protection.

How we work together.

For those interested in working with us, we came up with a simple yet effective process. Here is a brief rundown of our step-by-step process.

  • Step One: The Discovery

    This is where we learn more about your situation and financial goals. We’ll take a close look at your current strengths, opportunities and challenges you face in reaching those goals.

  • Step Two: The Recognition Factor

    We’ll deliver your goals in a simple format that helps you better understand where you currently are, and what you need to do to get where you want to be.

  • Step Three: A Simple Solution

    By using BlueLeaf as our integration partner, you’ll be able to access all of your accounts in one place. You can monitor your investments and make sure they are truly working towards your future goals.

  • Step Four: The Retirement Road Map

    This is where we deliver the results of your financial plan. We will help you identify any tweaks that need to be made today in order to have a positive impact on your retirement plan down the road.

  • Step Five: Ongoing Maintenance and Reviews

    After we implement the plan, we stay in touch with you to monitor it. We will meet (in most cases once per year) to fine tune any part of the plan that we have put into place. We always use a third party custodian such as Fidelity to handle our trades and produce client statements.


1695-1 Metropolitan Circle
Tallahassee, FL 32308

850-523-7877

Submit your questions below and we will contact you as soon as possible.