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Income
Medical & Health Care
Advanced Financial Planning
Risk Management
Tax-Efficient Strategies
Patrick A. Strubbe, ChFC, CLU, RFC is the founder and owner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today and on WIS-NBC TV with Dawndy Mercer Plank. He’s also been featured in Investors Business Daily.
Pat is also the author of the Amazon.com best-selling book, “Save Your Retirement!” Featuring seven nasty villains, Pat’s down-to-earth humor and expertise shines through his Super Retirement Planner’s character. His book is helping many people understand the serious challenges faced by those nearing
or in their retirement years.
Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Preservation Specialsts, LLC is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.