Have you ever felt someone just wanted your business to only spend a minimal amount of time serving you before moving onto other business? We know that feeling too. As a result, we've made it our mission to build lasting relationships with our clients by providing high touch, professional investment and insurance services that help them meet their financial goals.

So what all does this involve? It means you have a team, not just an individual, that's dedicated to serving you for the long-haul. We want to work with you as thoroughly as needed to get the job done. We don't want to quit on your financial goals until you've seen them come to fruition. If you're looking for a financial advisor, we hope you'll consider scheduling a conversation with us at Protective Financial Services, or if you're just looking for some resources, we have plenty of those too.

Our process was created with enough flexibility built in to help us develop and execute a financial plan that can adequately address the different variables that make up your finances.

Regardless of where you are on the spectrum of investing and planning, we’re equipped to customize a plan that best suits your specific financial situation.