About Us

Riding alongside our frontline defenders.

The Serve & Protect team takes great pride in helping first responders protect and preserve their wealth; their legacy is a responsibility we do not take lightly. We understand the needs of first responders because we have been first responders.

Our customized planning can help you build a strategic plan that ensures both your long-term and short-term financial goals and needs. We also understand that no two police officers and/or firefighters financial needs are exactly the same. We know your financial plan needs to be geared specifically to your desires and goals.

Our comprehensive approach helps us develop a plan that can:

• Invest your money responsibly while ensuring the right amount of balance of risk and reward
• Ensure your wealth is protected from unforeseen risks
• Remain flexible enough to adjust to any changes in your personal or financial situations over time

Our team can help with the totality of your financial planning needs by addressing the following:

• Investments

• Liabilities

• Retirement Planning

We partner with some of the best-in-class asset managers which allows us to deliver customized investment strategies while ensuring we always keep your best interest ahead of ours.