While developing a customized financial program, PROTECTION USA will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, PROTECTION USA will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Business Continuity Plans
  • Business Retirement Plans
  • Pension Maximization
  • College Planning
  • Premium Financing
  • Long Term Care Planning
  • Insurance and annuity products
  • Cybersecurity (through a vetted speciality company/see affiliations page)
  • P&C insurance all lines (through network affiliations)

 

 

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