Preserving your assets for a financially secure future!
Our Purpose and Values
To provide you and your heirs a secure financial future through a unique blend of knowledge, service and processes tailored to your individual needs.
The Wealth Preservation group brings over 50 years of combined experience to your wealth preservation process. A reputation of honesty and integrity combined with a desire for putting their clients' best interests first are just some of the attributes they possess.
Kay and Daryl's combination of skills, knowledge, and experience allows them to design a comprehensive plan and put it into action for you and your heirs. Their approach allows you to enjoy a tremendous and unique advantage in the wealth preservation planning process and the opportunity to secure your future as well as the future of your heirs.
Our mission statement: To put our clients wants and needs first and then preparing a comprehensive wealth preservation plan specifically designed to meet their wants and needs.
Wealth Preservation of Central PA