Building and Protecting Your Future

Physical and financial health are important life aspects that share some key similarities. Just as you follow sound advice from qualified experts to care for your body, the same wisdom applies to personal money matters. Count on Protective Wealthcare for accessible and comprehensive financial planning services. We personalize our approach for every client, with services and advice tailored to meet your needs, goals, and lifestyle. 

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Comprehensive Financial Planning

At Protective Wealthcare, everything we do follows four core principles: trust, leadership, ingenuity, and discipline. We're an independent firm offering an extensive menu of high-value financial services:

  • Wealth Management: We focus on the growth and retention of income and assets, along with their distribution and use.
  • Personal Financial Planning: We provide individualized advice and guidance, creating a holistic plan for financial health and risk management. 
  • Retirement Planning: We help chart your course toward future financial stability during your senior years. 
  • Estate Planning: We guide you through legal and financial complexities, ensuring asset distribution according to your wishes.  

Urgency and attention to detail are vital to financial planning. Protective Wealthcare serves as a trusted advisor, walking with you every step of your financial journey. We're there with you when you take your first strides and when you need to make course corrections. 

Who We Are

Protective Wealthcare is the brainchild of George McReynolds, a Certified Financial Planner with over 35 years of experience helping clients at all life stages. George is a public speaker and published author. He shares his expertise in a wide range of topics including personal finance, taxes, real estate, mortgage, retirement, and estate planning. 

Start Your Journey Today

Your future is yours to build. Experienced financial guidance helps you craft a firm and supportive foundation. At Protective Wealthcare, we provide customized advice and planning solutions to help you achieve your dreams. Call (215) 699-1050 or complete our contact form to schedule a consultation. We look forward to speaking with you!

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