Serve and Protect Financial – Wealth Management Solutions For First Responders

protecting the financial legacy
of those who protect us.

Preserving Wealth for First Responders.

Riding alongside our frontline defenders.

Your legacy is a responsibility we do not take lightly. We understand the needs of first responders because we have been first responders.

Meet the financial advisor team

FRS Investment Planning & Asset Management

Deferred Retirement Option Programs (DROP)

Deferred Compensation & Municipal Plan Asset Management

Roadmap to Retirement

Financial Wellness Education

have a question? let's talk.

Financial services are provided through the firm noted. Additional information about the Financial Adviser can be found at https://adviserinfo.sec.gov/ by entering the Adviser’s CRD# noted. Unaffiliated advisers may offer products or services in addition to those offered through Serve and Protect Financial.

The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing.