LEGACY PROTECTION & PRESERVATION
  • HOME
  • Team Login
  • Poll Page

Life Life Just As You Want It

Accurate information. Smarter money choices. Greater life success.
LEARN MORE

SERVING CLIENTS NATIONWIDE FOR OVER 30 YEARS

We have key associates ready to assist in meeting your financial goals!
Meet the Team

Some Of Our More Popular Services

Picture

Free Financial Analysis

Picture
Outlining and reviewing your financial needs and goals is crucial to having a successful retirement.  We help you envision your desired future and assess what is realistic to make that future happen. We offer this consultation for free. 
Picture

401(k) Rollovers

Picture
We can assist you with rolling over your inactive 401(k) and setting up a plan to meet your goals for retirement. We have plans ranging from unlimited growth over time free from market risk and fees or plans that can generate a guaranteed income immediately or in the near future.
Picture

Tax-Free Wealth

Picture
We show our clients how to invest for tax-free savings AND protect them from market risk while maintaining market returns. Why put your money at risk in the market for gains when you don’t have to?
CONTACT US TODAY!

Office Line: 512-377-9424​
Round Rock office:
1000 Heritage Center Circle
Round Rock, TX 78664
Georgetown office:
601 Quail Valley Dr
Georgetown, TX 78626

Copyright ©  2013-2020, Legacy Protection & Preservation. All Rights Reserved.
  • HOME
  • Team Login
  • Poll Page