At Protective Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Michelle graduated from The University of Georgia with a BA in Risk Management and Insurance. She has been serving clients with Protective Financial Services since 1990. Michelle serves as Vice President and Director of Operations for...
Duane holds a BS in Business Administration from Auburn University and a MS in Public Administration from Troy State University. Duane joined the Protective Financial Services team in 2007 following twenty three years of service in the...
Angie graduated from Macon State College. She has been serving clients with Protective Financial Services since 2009. Angie serves as a Financial Planning Assistant for Protective Financial Services. She is responsible for preparing...
Jamie graduated from Auburn University with a BS in Business Administration. Jamie serves as Director of Client Relations. She is responsible for managing client relationships through client hospitality, custom cards and gifts for...