Who is Preservation Financial?
Preservation Financial & Insurance Services, Inc. is an independent financial planning and advisory firm located in San Diego, California.

What services does Preservation Financial provide?
Preservation Financial provides a broad range of investment, insurance, and financial planning services including fee-based investment management, life insurance, annuities, long-term care insurance, and alternative investments.

What are the benefits of working with a CERTIFIED FINANCIAL PLANNER™ practitioner?
Financial planners who hold the CFP® certification have met education, examination, experience, and ethics requirements. The CFP® certification marks represent a high level of competency, ethics, and professionalism. A CFP® professional can help you manage your finances and develop a strategy by considering all aspects of your financial situation.

Learn more at http://www.letsmakeaplan.org

What are the benefits of wealth consolidation?
Clients can view their full financial picture and important documents securely in real time from virtually anywhere in the world with our wealth consolidation platform.

Learn more at http://financialpicture.com/PreservationFinancialInsuranceServices/Box.html

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Braden Botkin and Jeff Stemler offer securities and advisory services through Madison Avenue Securities, Inc. (MAS) a registered investment advisor, member FINRA and SIPC. MAS and Preservation Financial and Insurance Services, Inc. are not affiliated companies. Michael Botkin is not affiliated with and does not offer securities or advisory services through (MAS). Braden Botkin and Jeff Stemler are licensed to solicit and sell securities and advisory services in the state of CA.