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 specializes in the areas of IRA/401(k) distribution, tax strategies, asset protection, and retirement income planning.
Pete’s approach has helped his clients:
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.
Each client goes through a thorough step-by-step process.
Clients will be able to use the latest technology,
Our clients deserve the latest technologies, so we are constantly exploring and investing in new platforms.
Upon completion of our process,
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.
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.
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.
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.
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.
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.