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Our Philosophy

At Preservation Financial, we believe in building lifelong relationships and proper stewardship of resources. We do this by taking the time to listen, developing plans to meet individual needs, and serving who God places in our path. At the end of the day, we specialize in retirement income planning, estate and legacy strategies, and small business financial strategies.

In 1996, Tim Philpot, Founder of Preservation Financial, left a long-standing and successful career in healthcare with a desire in his heart to help individuals and families understand the Biblical principles of stewardship and apply them to their own lives for their financial success.

While Tim had worked in accounting and in the healthcare industry, he had not worked in financial services so he knew he would need to start his company “from scratch.”

Preservation Financial grew for three years from Tim’s home office until it relocated to Hurst, TX. As the firm continued to grow, Tim decided it was time to purchase permanent space for Preservation Financial.

The reputation of sound advice and personal customer service aided in Preservation Financial’s growth, and it was clear additional leaders were needed to meet the demand for financial planning services.

David Schoening joined the team as partner in 2002 and Krisiti Tomlinson joined the firm in 2013 and became a partner in 2015. David and Kristi have the same passion and values as Tim to provide personal service and help clients meet their financial goals. Their work within Preservation Financial also secures the long-term legacy of the firm for generations to come.

Tim and the entire team are grateful for the past 20 years of business and growth and look forward to serving Texans for years to come.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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