Preservation 1st Financial Group

Preservation 1st Financial Group is a wealth management firm in Brandon, FL. The firm provides holistic wealth management solutions, including financial planning, financial investment advisory, and retirement income planning. Their services extend to Medicare plan evaluation, tax-advantaged investing, and legacy planning. They serve individuals and families by offering specialized expertise in managing investments and introducing insurance and protective solutions to ensure long-term security.

The firm was founded in 1996 by Tim Philpot, who established the company based on the biblical principles of stewardship. The team approach includes professionals such as a CPA, a Certified Financial Planner™, and an insurance professional. Their process often begins with a "coffee time" to establish a meaningful connection and understand a client's specific goals and aspirations. The firm focuses on building lasting relationships and providing the guidance necessary to preserve assets while strengthening a client's financial outlook.

Located on Lithia Pinecrest Rd, the office is situated near East Lumsden Road and is a short drive from Brooker Elementary School, the Brandon Sports & Aquatic Center, and Saladino Park.

Preservation 1st Financial Group is recognized for its commitment to providing well-documented business information and professional financial services. The firm's reputation is built on a legacy of longevity, consistency, and stability, as they strive to help clients achieve financial success and secure a prosperous future.

Through dedicated stewardship and specialized expertise, Preservation 1st Financial Group serves the Brandon community with a focus on long-term financial security.