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INVESTMENT STRATEGY

Our Goal is to Serve & Help You:

Have a Comfortable Retirement

Maintain Your Lifestyle

Have a Secure Financial Future

Have a Legacy

Journey

Stocks

Journey

Registered
Investment Advisor
Third Party Money Manager

Journey

Bonds, Mutual Funds, or Variable
Annuities & Real Estate Investment Trusts

Journey

Fixed & Fixed Indexed Annuities
(Guaranteed by The claims paying ability of an Insurance Company)

Journey

Money Market Funds (Checking & Savings)

Journey

Insurance for Medical, Disability, Life & Long Term Care

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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.