College Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Life Insurance and You, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond
At Protect and Preserve Inc., Marc Catona is determined to give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement.
For nearly 26 years we have worked to help people just like you avoid making costly mistakes and plan for the future. We can potentially help you lower your tax bill, help reduce taxes on Social Security benefits, increase your estate and maximize protection for your financial future.
Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at absolutely no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.
We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience. Give us a call or visit us at www.protectandpreserveinc.com to view upcoming events in your area!
Plan for Financial Independence
It is important to feel you have control over your future. At Protect and Preserve Inc., we offer our experience and expertise to help you design your own plan for financial independence.
Contact us today to schedule a FREE introductory consultation.
You Need a Plan
In just the last decade, we’ve witnessed rampant market swings from bull markets to bear markets and back again. If there’s one lesson that’s been reinforced, it’s that you need a plan designed to weather any type of market or economic environment.
These days, thanks to new prescription drugs and medical technology, people are living longer than ever before. However, one drawback to a longer life is the greater possibility of outliving your savings - all the more reason to develop a strategic plan that continues to work for you no matter what the market environment.
Consider these four components of a comprehensive financial plan:
Protect and Preserve Inc.’s mission is to assist our clients in becoming clear and excited about their financial lives. We are dedicated to helping our clients take actions that are in their best interest, to build financial security for themselves and generations to come. We are legacy builders—promoting financial freedom, independence and generosity as the bedrock of a truly great society.
Marc A. Catona is the president of Protect and Preserve Inc. He has more than 20 years experience in the insurance and annuity industry. Marc has also served as president of the South Jersey chapter of the Society for Financial Awareness since 2008.
Our simple, easy to understand, 3-Step Review Process is a great way of helping you get a handle on your true needs and desires and whether or not your current financial strategies match up with your plans and will help you create that financial firewall.
Most financial advisors focus only on helping you accumulate assets. Unfortunately, that is only one part of complete financial and retirement planning. Our job is to help you look forward and cut current and future tax bills, make sure you don’t become a victim of a bad stock market, plug the gaps in your risk management plan, make sure your wealth is transferred to the next generation with reduced costs and greater efficiency and help you avoid financial pitfalls in your retirement years.