Comprehensive Financial Planning For First Responders And Their Families

We specialize in offering asset management and advice in the following areas:

At Serve & Protect Financial we take great pride in helping first responders protect and preserve their wealth; their legacy is a responsibility we do not take lightly. We understand the needs of first responders because we have been first responders.

Our customized planning can help you build a strategic plan that ensures both your long-term and short-term financial goals and needs. We also understand that no two police officers and/or firefighters financial needs are exactly the same. We know your financial plan needs to be geared specifically to your desires and goals.

Our comprehensive approach helps us develop a plan that can:

• Invest your money responsibly while ensuring the right amount of balance of risk and reward
• Ensure your wealth is protected from unforeseen risks
• Remain flexible enough to adjust to any changes in your personal or financial situations over time

Our investment advisors can help address the totality of your financial planning needs by addressing the following key areas:

• Investments
• Liabilities
• Retirement Planning
• Life Insurance planning

We partner with some of the best-in-class asset managers which allows us to deliver customized investment strategies while ensuring we always keep your best interest ahead of ours.

Serve & Protect Financial is an independent firm which means we are not limited to any proprietary products, services or sales quotas. We believe this allows us to focus on finding the best solutions that are tailored to your specific financial circumstances.

Financial Wellness Education

Our team of advisors will custom design a program specifically for your department focusing on:

• Budgeting - utilizing every dollar budgeting principle
• Will / Living Will – stressing the importance of getting a will and resources on who to contact to get assistance with obtaining these crucial documents
• Legacy planning – helping prepare your family by how to organize important documents in case that fateful day occurs.
• Debt – strategies on how to pay off debt and the importance of how debt affects your life
• Life Insurance planning – understanding the different types of policies available and how to determine what’s best for you
• Retirement planning – understanding your specific pension systems as well as how to utilize alternative investment opportunities by utilizing your department 457/403b/401k plans and/or IRA’s
• How to avoid financial pitfalls of first responders
• How to create a plan to build your financial strength

This curriculum will provide your employees with the critical foundation of financial wellness while additionally helping your agency fulfill fiduciary responsibilities to your employees. During these training sessions Serve and Protect Financial will not sell and/or push any products, or services which require contracts to your employees and are strictly for financial wellness training only.

Our goal is to provide information in such a way that your employees have a clear understanding of the available ways to build strong financial foundations, increase financial awareness, and build their financial strength to ensure that first responders can focus on their noble careers and not have their financial situation negatively impact their stress and work!